Cannae Holdings, Inc.

10% owner Cannae Holdings sells 1,000,000 DNB shares at $9.06; maintains 59.05M share position despite unprofitable fundamentals.

Cannae Holdings sold 1,000,000 shares (1.00M shares) of Dun & Bradstreet at $9.06 on 2025-06-17, reducing its stake from 60.05M to 59.05M shares while remaining a substantial 10% owner. The sale occurs at a price -28.9% from the 52-week high of $12.75, with DNB reporting negative net income of $-15.8M on revenue of $579.8M in the latest quarter. The insider's cross-ticker track record shows a 100.00% well-timed rate on prior sells, though same-ticker history is mixed: the immediately prior sell on 2025-05-08 returned +0.8% at 30 days, while a 2024-03-18 sale at DNB fell -10.7% over 90 days. The modest 1.7% reduction in DNB holdings and the persistence of a 59.05M share position suggest this is a partial liquidation of a core position rather than a full exit, occurring in a company that has not recovered to profitability and trades well below recent highs.

Cannae Holdings sells 9,000,000 DNB shares at $8.95, reducing stake to 60,048,691 shares (-13.0%)

Cannae Holdings, a 10% owner of Dun & Bradstreet, executed a material sale of 9,000,000 shares for $80,550,000.00 on 2025-05-08, reducing its holdings by -13.0% to 60,048,691 shares. The sale occurred at $8.95, which is -29.8% below DNB's 52-week high of $12.75, yet the stock is +3.8% over 30 days and -20.3% over 90 days, reflecting recent weakness. Notably, Cannae's prior sale at DNB in March 2024 posted a 90-day return of -10.7%, and the insider's cross-ticker track record shows 100.00% well-timed rate on sells (1 of 1 prior sales resulted in post-sale declines). Against this backdrop of demonstrated selling discipline and DNB's unprofitable fiscal year (net income $-15,800,000.00) alongside slowing growth (+2.9% annual revenue growth), the reduction in a major shareholder's stake warrants investor attention to the underlying reasons driving capital reallocation away from the position.