Governors Lane LP

Governors Lane LP reported 203 holdings worth US$1.2B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

Governors Lane LP reported 203 holdings worth US$1.2B as of Jun 30, 2026. Largest: Norfolk Southern Corporation, Txnm Energy, Inc. and Warner Bros. Discovery, Inc. - Series A. Filed Aug 14, 2026 (Form 13F).

Holdings
203
Value as reported
US$1.2B

The filing in full

CompanySharesValue as reported% of portfolio
Norfolk Southern Corporation235KUS$73.9M6.2%
Txnm Energy, Inc.1.08MUS$61.3M5.1%
Warner Bros. Discovery, Inc. - Series A1.46MUS$38.9M3.2%
Electronic Arts Inc.182KUS$37.4M3.1%
Sherwin-williams Company (the)76,087US$26.2M2.2%
Qorvo, Inc.255KUS$23.8M2.0%
Rocket Companies, Inc.1.48MUS$23.4M2.0%
Workday, Inc.187KUS$22.9M1.9%
Corebridge Financial Inc.722KUS$20.7M1.7%
Capital One Financial Corporation99,742US$20M1.7%
The Aes Corporation1.33MUS$19.5M1.6%
Taiwan Semiconductor Manufacturing Co., Ltd.36,869US$17.6M1.5%
Bleichroeder Acquisition Corp. Ii1.4MUS$14.4M1.2%
Berto Acquisition Corp.1.35MUS$14.2M1.2%
New America Acquisition I Corp.1.37MUS$13.9M1.2%
Two Harbors Investment Corp1.07MUS$13.3M1.1%
Somnigroup International Inc.151KUS$11.8M0.99%
Amazon.com, Inc.49,483US$11.8M0.99%
Fifth Era Acquisition Corp I1.12MUS$11.7M0.98%
Meta Platforms, Inc.20,765US$11.7M0.98%
Perimeter Acquisition Corp. I1.12MUS$11.6M0.97%
Asml Holding Nv5,770US$11.5M0.96%
Archimedes Tech Spac Partners Iii Co.1.15MUS$11.5M0.96%
Universal Display Corporation131KUS$11.4M0.95%
Karbon Capital Partners Corp.1.1MUS$11.1M0.93%
Procap Acquisition Corp1.06MUS$10.9M0.91%
Bold Eagle Acquisition Corp.1MUS$10.7M0.89%
Evolution Global Acquisition Corp1.04MUS$10.4M0.87%
Hcm Iii Acquisition Corp.1.01MUS$10.4M0.87%
Republic Digital Acquisition Company997KUS$10.3M0.86%
Silicon Valley Acquisition Corp.1000KUS$10.1M0.84%
Cantor Equity Partners V, Inc.972KUS$10M0.84%
Kimberly-clark Corporation91,148US$10M0.84%
Krakacquisition Corp1MUS$10M0.84%
Renatus Tactical Acquisition Corp I880KUS$9.22M0.77%
Cantor Equity Partners Iv, Inc.878KUS$9.13M0.76%
Crane Harbor Acquisition Corp. Ii900KUS$9.12M0.76%
New Providence Acquisition Corp. Iii875KUS$9.08M0.76%
Dick's Sporting Goods Inc39,947US$9.06M0.76%
Futurecrest Acquisition Corp.851KUS$8.76M0.73%
American Exceptionalism Acquisition Corp. A726KUS$8.58M0.72%
Danaher Corporation43,534US$8.29M0.69%
1rt Acquisition Corp.750KUS$7.69M0.64%
Teck Resources Limited Class A127KUS$7.56M0.63%
Wen Acquisition Corp730KUS$7.51M0.63%
M Evo Global Acquisition Corp Ii750KUS$7.44M0.62%
Spring Valley Acquisition Corp. Iii702KUS$7.2M0.60%
Gores Holdings X, Inc.673KUS$7.02M0.59%
Praetorian Acquisition Corp.700KUS$6.95M0.58%
Archimedes Tech Spac Partners Ii Co.605KUS$6.52M0.54%
Hcm Iv Acquisition Corp.617KUS$6.18M0.52%
Alussa Energy Acquisition Corp. Ii614KUS$6.16M0.51%
Beazer Homes Usa, Inc.217KUS$6.1M0.51%
Nvidia Corporation28,800US$5.76M0.48%
Broadcom Inc.15,100US$5.7M0.48%
Roku, Inc.40,700US$5.62M0.47%
Texas Ventures Acquisition Iii Corp529KUS$5.58M0.47%
Silicon Laboratories, Inc.25,311US$5.53M0.46%
Spring Valley Acquisition Corp. Iv531KUS$5.41M0.45%
Artius Ii Acquisition Inc.500KUS$5.25M0.44%
Sizzle Acquisition Corp. Ii500KUS$5.18M0.43%
Cantor Equity Partners Ii, Inc.380KUS$5.1M0.43%
Meshflow Acquisition Corp.500KUS$5M0.42%
Colombier Acquisition Corp. Iii466KUS$4.78M0.40%
Kochav Defense Acquisition Corp.450KUS$4.67M0.39%
Pyrophyte Acquisition Corp. Ii435KUS$4.44M0.37%
Range Capital Acquisition Corp Ii419KUS$4.23M0.35%
Silverbox Corp V400KUS$4.02M0.34%
Newbury Street Ii Acquisition Corp350KUS$3.73M0.31%
Unifirst Corporation14,055US$3.72M0.31%
Viking Acquisition Corp. I350KUS$3.58M0.30%
Lightwave Acquisition Corp.343KUS$3.51M0.29%
Launchpad Cadenza Acquisition Corp I350KUS$3.5M0.29%
D. Boral Arc Acquisition I Corp.335KUS$3.49M0.29%
Cohen Circle Acquisition Corp. Ii329KUS$3.39M0.28%
Oaktree Acquisition Corp. Iii Life Sciences300KUS$3.21M0.27%
Globalstar, Inc.37,100US$3.02M0.25%
Apex Treasury Corporation300KUS$3.02M0.25%
Caesars Entertainment, Inc.96,800US$2.92M0.24%
Newhold Investment Corp Iii267KUS$2.91M0.24%
Hall Chadwick Acquisition Corp.275KUS$2.76M0.23%
Gsr Iv Acquisition Corp.250KUS$2.54M0.21%
Kpet Ultra Paceline Corporation250KUS$2.5M0.21%
Rre Ventures Acquisition Corp.250KUS$2.47M0.21%
Safeguard Acquisition Corp.242KUS$2.43M0.20%
Rayonier Advanced Materials Inc.307KUS$2.41M0.20%
Cantor Equity Partners Vi, Inc.214KUS$2.22M0.19%
Space Asset Acquisition Corp.200KUS$2.04M0.17%
Infinite Eagle Acquisition Corp.200KUS$2.02M0.17%
Btc Development Corp.200KUS$2.01M0.17%
Dynamix Corporation158KUS$1.7M0.14%
Telephone And Data Systems, Inc.43,386US$1.61M0.13%
Highview Merger Corp.154KUS$1.56M0.13%
Trailblazer Acquisition Corp.150KUS$1.52M0.13%
Oneim Acquisition Corp.150KUS$1.51M0.13%
Insight Digital Partners Ii150KUS$1.51M0.13%
Bitcoin Infrastructure Acquisition Corp Ltd.150KUS$1.5M0.13%
Dynamix Corporation Iii150KUS$1.5M0.13%
Cal Redwood Acquisition Corp.100KUS$1.03M0.09%
Pioneer Acquisition I Corp100KUS$1.02M0.09%

Every holding of Governors Lane LP

Source

View original at SEC

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