Cannae, unrealized And we did that the Okay. had gains, on we we be sale we was AmeriLife their sheets. because Cannae -- balance when just had It pay -- gains, fairly carrying taxes losses to portfolio gains why we would it not that taxable was CDAY. some management. management on of and these gave thought it bad for do portfolio large were they tax was good And on
sold of some them. So those off peel shares we and
is taxpayer Cannae result, a a to not in XXXX. be going As
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$XX We multiple, That roughly Ceridian XX CDAY, million that we XXXX. given sold invested about million is not, shares a, times share. X a believe a for in of like it or
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as some M&A some on prospective may have to follow they returns our about they excited on opportunities at CSI. some in their be are look There and sites. We investments do
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As invested is, to all paid ASC comps. the you an Premier probably that on acquire Football aware, necessary Bournemouth English and way we the X.X Club, times equity below XX.X% roughly League we way, are of that, revenues
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wood, on performs thing get we're So well they this us. for really knocking relegated and don't
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to And back we're in investments got need probably And do $XXX buy of then investments that's we've got and because and that follow-on to or we've that's going some million, available to all of so don't cash go expenses loan margin available. we've I and do. fully shares million now. got short-term think as a forth deals, $XXX
at hard available tell by for to purposes, how more you is we'll quarter. stage really but much it’s know the future this the So end of
too your going of to entire much through time don't I take up portfolio. our want
of Dun Just a numbers. fourth couple highlights, & reported quarter Bradstreet their
their their guidance. largest although the disappoint And are it market the us. of We were shareholder. They didn't range they in disappointed
all under down three, contract some three probably the what & on marketing [$X.X] cut on impact negative and very, growth; lost if teams of hurt cost the really of exchange to -- EBITDA; the are marketing, all business budgets [indiscernible], (ph) GSA, the Google very And had a a first marketing digital under is a marketing looking from when because substantial were with a lot Bradstreet million Two, of of had them go been are to all they're revenue organic been the things: management one, Now portion of digital really impact, revenues which Dun as businesses, stress, watching, little it a you've foreign costs.
of XXX not last. effected know We affected in SystemX. basis these on you'll have seeing And see the That expenses long to $XXX items. is And we're just we that's phenomenon -- the results. don't million so, expenses going the budget, budget own I how as -- SystemX's
[indiscernible] other quarter, all is would stock revenue and announced like up I'm expansion. because around which announced margin EBITDA -- to They had as XX% good few and XXXX, the they is XX% for time probably news and GE's GE, and -- it new guidance fantastic up The others. is XX% a finishing Alight Exxon logos and they three several big their one growth showed the XX% of show quite they to And and growth yesterday, a Alight. are at XX%.
the there. So We're doubt the this proud And no most management company stocks in portfolio. there is present that very, the of is is of team our really this all very undervalued humming.
and of larger be have of selling -- no at some secondary depressed other from And but intention probably both the this level. there don't sales holders, will down don't I holders, some Bill I
should So anything Bryan that I or did Ryan? cover, I miss