PCM
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Poehling Capital Management’s Cannae Holdings CNNE Stock Holding History

Poehling Capital Management’s Portfolio CNNE Stock Details CNNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.8M Buy
960,109
+5,919
+0.6% +$80.5K 2.97% 5
2026
Q1 		$10.8M Buy
954,190
+302,494
+46% +$4.06M 2.28% 10
2025
Q4 		$10.3M Sell
651,696
-183,583
-22% -$3.13M 2.1% 10
2025
Q3 		$15.3M Buy
835,279
+12,640
+2% +$250K 3.21% 7
2025
Q2 		$17.2M Buy
822,639
+49,149
+6% +$908K 4.01% 4
2025
Q1 		$14.2M Buy
773,490
+50,025
+7% +$944K 3.59% 4
2024
Q4 		$14.4M Buy
723,465
+1,577
+0.2% +$31.6K 3.53% 5
2024
Q3 		$13.8M Buy
721,888
+6,845
+1% +$132K 3.52% 5
2024
Q2 		$13M Buy
715,043
+6,024
+0.8% +$117K 3.55% 5
2024
Q1 		$15.8M Buy
709,019
+264,213
+59% +$5.58M 4.22% 4
2023
Q4 		$8.68M Buy
444,806
+36,191
+9% +$659K 2.75% 6
2023
Q3 		$7.62M Buy
408,615
+68,302
+20% +$1.35M 2.67% 6
2023
Q2 		$6.88M Buy
340,313
+26,321
+8% +$505K 2.32% 10
2023
Q1 		$6.34M Buy
313,992
+13,974
+5% +$309K 2.14% 13
2022
Q4 		$6.2M Sell
300,018
-32,927
-10% -$719K 2.32% 10
2022
Q3 		$6.88M Sell
332,945
-1,773
-0.5% -$38.2K 2.88% 8
2022
Q2 		$6.47M Sell
334,718
-1,277
-0.4% -$26.8K 2.43% 12
2022
Q1 		$8.04M Buy
335,995
+55,363
+20% +$1.56M 2.48% 9
2021
Q4 		$9.86M Buy
280,632
+2,731
+1% +$90.6K 3.18% 3
2021
Q3 		$8.65M Buy
277,901
+38,298
+16% +$1.23M 2.92% 4
2021
Q2 		$8.13M Buy
239,603
+13,951
+6% +$520K 2.59% 5
2021
Q1 		$8.94M Buy
225,652
+8,504
+4% +$344K 3.13% 2
2020
Q4 		$9.61M Buy
217,148
+426
+0.2% +$17.3K 3.81% 2
2020
Q3 		$8.07M Buy
216,722
+9,935
+5% +$377K 4.15% 2
2020
Q2 		$8.5M Buy
206,787
+19,812
+11% +$678K 4.57% 2
2020
Q1 		$6.26M Sell
186,975
-6,275
-3% -$233K 4.59% 4
2019
Q4 		$7.19M Sell
193,250
-5,455
-3% -$179K 4.71% 3
2019
Q3 		$5.46M Sell
198,705
-28,395
-13% -$809K 4% 4
2019
Q2 		$6.58M Sell
227,100
-4,250
-2% -$112K 4.41% 2
2019
Q1 		$5.61M Sell
231,350
-1,900
-0.8% -$40K 4.09% 2
2018
Q4 		$3.99M Sell
233,250
-39,825
-15% -$717K 3.85% 4
2018
Q3 		$5.72M Buy
273,075
+54,615
+25% +$1.07M 4.05% 3
2018
Q2 		$4.05M Buy
+218,460
New +$4.36M 3.55% 3

Other funds holding CNNE

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
SJL
Shayne & Jacobs LLC Nashville, Tennessee $337M AUM 19.04% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $416M AUM
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Poehling Capital Management's CNNE Position: Q2 2026 in Review

Poehling Capital Management increased its Cannae Holdings (CNNE) stake by 0.62% in Q2 2026, buying an estimated $80.5K and bringing the position to 960,109 shares worth $13.8M. The position accounts for 2.97% of the portfolio, ranked #5.

Poehling Capital Management first reported a position in CNNE in Q2 2018 and has held it in 33 quarters since. The position peaked at $17.2M in Q2 2025. 34 funds tracked by Wall St. Rank hold CNNE as of Q2 2026.

  • Poehling Capital Management held 960,109 shares of Cannae Holdings worth $13.8M as of Q2 2026.
  • Poehling Capital Management bought 5,919 Cannae Holdings shares in Q2 2026, an estimated $80.5K.
  • Cannae Holdings made up 2.97% of Poehling Capital Management's portfolio in Q2 2026, its #5 holding.
  • Poehling Capital Management first reported a position in Cannae Holdings in Q2 2018 and has held it in 33 quarters since.
  • Poehling Capital Management's Cannae Holdings position peaked at $17.2M in Q2 2025.
  • 34 funds tracked by Wall St. Rank held Cannae Holdings as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.