River Road Asset Management (NYSE: CNNE) holds 1.96M shares, 4.2%

Rhea-AI Filing Summary

Cannae Holdings, Inc. amendment: River Road Asset Management, LLC reported beneficial ownership of 1,960,105 shares of Common Stock, representing 4.2% of the class.

The filing states River Road has sole voting power over 1,591,553 shares and sole dispositive power over 1,960,105 shares. The form is signed by Meagan N. Snyder, CCO on 04/30/2026 and is labeled an Amendment No. 4 to a Schedule 13G/A.

Insights

Institutional Ownership Analyst

River Road reports a sub‑5% passive stake in Cannae Holdings.

The filing documents a 4.2% beneficial holding of Common Stock (1,960,105 shares) with sole dispositive power. As a Schedule 13G/A amendment, this is a passive ownership disclosure rather than an active transaction.

Investor focus: subsequent amendments would show any stake increases beyond the 5% reporting threshold or changes in voting/dispositive authority.

Regulatory Compliance Specialist

Amendment clarifies current ownership and voting powers as required by Section 13 filings.

The form lists exact counts for sole voting power (1,591,553) and sole dispositive power (1,960,105) and is signed by the CCO on 04/30/2026. It reiterates "Ownership of 5 percent or less of a class."

Filing posture: routine disclosure; materiality depends on future position changes reported in further amendments.

Key Figures

Beneficial ownership: 1,960,105 shares Percent of class: 4.2% Sole voting power: 1,591,553 shares +1 more

4 metrics

Beneficial ownership 1,960,105 shares reported on Amendment No. 4 to Schedule 13G/A

Percent of class 4.2% Percent of Common Stock class reported in Item 4

Sole voting power 1,591,553 shares Number with sole power to vote listed in Item 4(c)(i)

Filing signer Meagan N. Snyder Signature block dated 04/30/2026 (CCO)

Key Terms

Schedule 13G/A, Beneficially owned, Sole dispositive power, Percent of class

4 terms

Schedule 13G/A regulatory

"Amendment No. 4 to Schedule 13G/A reporting beneficial ownership"

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

Beneficially owned financial

"Amount beneficially owned: 1960105"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

Sole dispositive power regulatory

"Sole power to dispose or to direct the disposition of: 1960105"

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

Percent of class market

"Percent of class: 4.2 %"

Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 04/30/2026 - 10:41 AM Learn about SEC filing dates

FAQ

What stake does River Road Asset Management report in Cannae Holdings (CNNE)?

River Road reports beneficial ownership of 1,960,105 shares (4.2%). The Schedule 13G/A amendment lists the total shares and percent of class as reported on 04/30/2026.

How many shares does River Road have voting control over at CNNE?

River Road has sole voting power over 1,591,553 shares. The filing specifies voting and dispositive power counts separately for clarity on control and disposition.

Does the filing indicate River Road intends to actively influence Cannae Holdings?

No, the filing is a Schedule 13G/A amendment indicating passive ownership. It reports holdings and powers but does not state any activist intent or plans to change control.

Who signed the Schedule 13G/A amendment for River Road?

Meagan N. Snyder, CCO signed the amendment, dated 04/30/2026. The signature block appears at the end of the excerpt provided.

Does this filing push River Road above the 5% reporting threshold in CNNE?

No. The filing explicitly states "Ownership of 5 percent or less of a class" and reports a 4.2% holding (1,960,105 shares), below the 5% threshold.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 4)

Cannae Holdings, Inc.

(Name of Issuer)

Common Stock

(Title of Class of Securities)

13765N107

(CUSIP Number)

03/31/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 13765N107

1

Names of Reporting Persons

River Road Asset Management, LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 1,591,553.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 1,960,105.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,960,105.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

4.2 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Cannae Holdings, Inc.
(b)	Address of issuer's principal executive offices: C/O CANNAE HOLDINGS, INC., 1701 VILLAGE CENTER CIRCLE, LAS VEGAS, NEVADA, 89134
Item 2.
(a)	Name of person filing: River Road Asset Management, LLC
(b)	Address or principal business office or, if none, residence: 462 S. 4th Street, Suite 2000, Louisville, KY 40202
(c)	Citizenship: US -- State of Delaware
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 13765N107
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 1960105
(b)	Percent of class: 4.2 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 1591553
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 1960105
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

River Road Asset Management, LLC

Signature:	Meagan N. Snyder
Name/Title:	CCO
Date:	04/30/2026