Cannae Holdings, Inc. — Form SCHEDULE 13D/A
Filed August 7, 2026 · analyzed by the Ownership Agent
SCHEDULE 13D/A
— Neutral
significance 28/100
What the filing says
Carronade Capital Management LP, through managed accounts, conducted multiple transactions in Cannae Holdings common stock over 60 days ending August 2026: sold 32,500 shares at $14.30 on 06/08/2026; purchased and subsequently sold cash-settled total return swaps (65,817 shares at $15.01 on 08/04/2026 and 100,000 shares at $14.997 on 08/05/2026); sold all swap positions (165,817 shares notional at $14.84 on 08/06/2026) and concurrently purchased 165,817 common shares at $14.84. Net effect: replaced derivative exposure with direct equity ownership of ~165,800 shares while reducing prior stock position by 32,500 shares.
Why this rating
Transactions total ~$2.5M notional (0.2% of $1.1B market cap). Routine portfolio rebalancing between derivatives and direct equity; no material change in beneficial ownership or strategic direction disclosed.
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