From Yahoo Finance: 2025-05-13 11:06:00

The London Company released its Small Cap Strategy Q1 2025 investor letter, reporting a 6.9% decline compared to a 9.5% drop in the Russell 2000 Index. Positive stock selection offset sector exposure impact. Top five holdings for 2025 were highlighted in the letter.

Cannae Holdings, Inc. (NYSE:CNNE) was featured in The London Company’s Q1 2025 investor letter. The firm had a 3.87% one-month return and a 13.96% loss over 52 weeks. On May 12, 2025, CNNE closed at $18.80 per share with a market cap of $1.131 billion.

The London Company Small Cap Strategy exited its position in Cannae Holdings, Inc. (NYSE:CNNE) due to low confidence in the company’s various holdings generating strong results over time. However, they maintained a position in CNNE in the small/mid cap portfolio.

Cannae Holdings, Inc. (NYSE:CNNE) was not among the 30 Most Popular Stocks Among Hedge Funds. 29 hedge fund portfolios held CNNE at the end of Q4, up from 28 in the previous quarter. The article suggests that AI stocks may offer greater potential for higher returns compared to CNNE.

In another article, Cannae Holdings, Inc. (NYSE:CNNE) was featured among the top restaurant stocks to buy under $20. Readers are encouraged to explore more investor letters from hedge funds and leading investors for additional insights.

Read more: The London Company Small Cap Strategy Exited its Position in Cannae Holdings (CNNE)