Funds › Governors Lane LP
Governors Lane LP
13F for Q2 2026, filed Aug 14, 2026. 184 positions worth $1.2B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q2 2026
filed Aug 14, 2026
Reported value
$1.2B
−$366.9M (23.5%) vs Q1 2026
Positions
184
167 in Q1 2026
Top 10 share
29.1%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q2 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | NSC Norfolk Southern Corporation | 234,843 | $73.9M | 6.2% | +2.4% | 13F ↗ |
| 2 | TXNM TXNM Energy, Inc. | 1.08M | $61.3M | 5.1% | +143% | 13F ↗ |
| 3 | Warner Bros Discovery Inc | 1.46M | $38.9M | 3.2% | -27.2% | 13F ↗ |
| 4 | Electronic Arts Inc | 182,445 | $37.4M | 3.1% | Unchanged | 13F ↗ |
| 5 | SHW Sherwin-Williams Company | 76,087 | $26.2M | 2.2% | +12.3% | 13F ↗ |
| 6 | Qorvo Inc | 254,976 | $23.8M | 2.0% | Unchanged | 13F ↗ |
| 7 | RKT Rocket Companies, Inc. | 1.48M | $23.4M | 2.0% | New | 13F ↗ |
| 8 | WDAY Workday, Inc. | 186,926 | $22.9M | 1.9% | New | 13F ↗ |
| 9 | CRBG Corebridge Financial Inc. | 722,000 | $20.7M | 1.7% | New | 13F ↗ |
| 10 | COF Capital One Financial Corporation | 99,742 | $20.0M | 1.7% | +48.9% | 13F ↗ |
| 11 | AES The AES Corporation | 1.33M | $19.5M | 1.6% | Unchanged | 13F ↗ |
| 12 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 36,869 | $17.6M | 1.5% | +117% | 13F ↗ |
| 13 | Bleichroeder Acquisiti Corp | 1.40M | $14.4M | 1.2% | New | 13F ↗ |
| 14 | TACO Berto Acquisition Corp. | 1.35M | $14.2M | 1.2% | New | 13F ↗ |
| 15 | NWAX New America Acquisition I Corp. | 1.37M | $13.9M | 1.2% | +5.1% | 13F ↗ |
| 16 | GUACU Berto Acquisition Corp. II · Units | 1.35M | $13.7M | 1.1% | New | 13F ↗ |
| 17 | Two Harbors Inventment Corpo | 1.07M | $13.3M | 1.1% | +225% | 13F ↗ |
| 18 | RACE Ferrari N.V. | 34,314 | $12.8M | 1.1% | New | 13F ↗ |
| 19 | SGI Somnigroup International Inc. | 150,885 | $11.8M | 1.0% | New | 13F ↗ |
| 20 | AMZN Amazon.com, Inc. | 49,483 | $11.8M | 1.0% | +78.0% | 13F ↗ |
| 21 | FERA Fifth Era Acquisition Corp I | 1.12M | $11.7M | 1.0% | Unchanged | 13F ↗ |
| 22 | META Meta Platforms, Inc. | 20,765 | $11.7M | 1.0% | +5.2% | 13F ↗ |
| 23 | PMTR Perimeter Acquisition Corp. I | 1.12M | $11.6M | 1.0% | Unchanged | 13F ↗ |
| 24 | ASML ASML Holding N.V. · Equities | 5,770 | $11.5M | 1.0% | -34.4% | 13F ↗ |
| 25 | ARCI Archimedes Tech SPAC Partners III Co. | 1.15M | $11.5M | 1.0% | +14.7% | 13F ↗ |
| 26 | OLED Universal Display Corporation | 131,172 | $11.4M | 0.9% | New | 13F ↗ |
| 27 | KBON Karbon Capital Partners Corp. | 1.10M | $11.1M | 0.9% | Unchanged | 13F ↗ |
| 28 | PCAP ProCap Acquisition Corp | 1.06M | $10.9M | 0.9% | Unchanged | 13F ↗ |
| 29 | BEAG Bold Eagle Acquisition Corp. | 1.00M | $10.7M | 0.9% | +66.3% | 13F ↗ |
| 30 | EVOX Evolution Global Acquisition Corp | 1.04M | $10.4M | 0.9% | Unchanged | 13F ↗ |
| 31 | HCMA HCM III Acquisition Corp. | 1.01M | $10.4M | 0.9% | Unchanged | 13F ↗ |
| 32 | RDAG Republic Digital Acquisition Company | 997,199 | $10.3M | 0.9% | Unchanged | 13F ↗ |
| 33 | SVAQ Silicon Valley Acquisition Corp. | 999,979 | $10.1M | 0.8% | Unchanged | 13F ↗ |
| 34 | CEPV Cantor Equity Partners V, Inc. | 971,570 | $10.0M | 0.8% | Unchanged | 13F ↗ |
| 35 | KMB Kimberly-Clark Corporation | 91,148 | $10.0M | 0.8% | +743% | 13F ↗ |
| 36 | KRAQ KRAKacquisition Corp | 1.00M | $10.0M | 0.8% | Unchanged | 13F ↗ |
| 37 | RTAC Renatus Tactical Acquisition Corp I | 879,582 | $9.2M | 0.8% | Unchanged | 13F ↗ |
| 38 | CEPF Cantor Equity Partners IV, Inc. | 877,821 | $9.1M | 0.8% | Unchanged | 13F ↗ |
| 39 | CRAN Crane Harbor Acquisition Corp. II | 900,100 | $9.1M | 0.8% | Unchanged | 13F ↗ |
| 40 | NPAC New Providence Acquisition Corp. III | 874,820 | $9.1M | 0.8% | Unchanged | 13F ↗ |
| 41 | DKS Dick's Sporting Goods Inc | 39,947 | $9.1M | 0.8% | +34.1% | 13F ↗ |
| 42 | FCRS FutureCrest Acquisition Corp. | 850,701 | $8.8M | 0.7% | +0.1% | 13F ↗ |
| 43 | AEXA American Exceptionalism Acquisition Corp. A | 725,990 | $8.6M | 0.7% | -11.6% | 13F ↗ |
| 44 | DHR Danaher Corporation | 43,534 | $8.3M | 0.7% | New | 13F ↗ |
| 45 | ONCH 1RT Acquisition Corp. | 750,000 | $7.7M | 0.6% | Unchanged | 13F ↗ |
| 46 | TECK Teck Resources Ltd | 127,151 | $7.6M | 0.6% | Unchanged | 13F ↗ |
| 47 | WENN Wen Acquisition Corp | 730,000 | $7.5M | 0.6% | Unchanged | 13F ↗ |
| 48 | MEVO M Evo Global Acquisition Corp II | 750,000 | $7.4M | 0.6% | Unchanged | 13F ↗ |
| 49 | GFUZ General Fusion Group Ltd. | 701,526 | $7.2M | 0.6% | Unchanged | 13F ↗ |
| 50 | GTEN Gores Holdings X, Inc. | 672,658 | $7.0M | 0.6% | Unchanged | 13F ↗ |
Showing the top 50 of 184 positions. Premium lists every position, plus puts and calls.
Changes since Q1 2026
45 new, 28 added to, 12 trimmed, 28 exited, 99 unchanged. By estimated dollars.
New positions (45)
| RKT Rocket Companies, Inc. | 1.48M | New | $23.4M |
| WDAY Workday, Inc. | 186,926 | New | $22.9M |
| CRBG Corebridge Financial Inc. | 722,000 | New | $20.7M |
| Bleichroeder Acquisiti Corp | 1.40M | New | $14.4M |
| TACO Berto Acquisition Corp. | 1.35M | New | $14.2M |
| GUACU Berto Acquisition Corp. II · Units | 1.35M | New | $13.7M |
| RACE Ferrari N.V. | 34,314 | New | $12.8M |
| SGI Somnigroup International Inc. | 150,885 | New | $11.8M |
| OLED Universal Display Corporation | 131,172 | New | $11.4M |
| DHR Danaher Corporation | 43,534 | New | $8.3M |
Added to (28)
| TXNM TXNM Energy, Inc. | 1.08M | +143% | $36.0M |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | 36,869 | +117% | $9.5M |
| Two Harbors Inventment Corpo | 1.07M | +225% | $9.2M |
| KMB Kimberly-Clark Corporation | 91,148 | +743% | $8.8M |
| COF Capital One Financial Corporation | 99,742 | +48.9% | $6.6M |
| AMZN Amazon.com, Inc. | 49,483 | +78.0% | $5.2M |
| BEAG Bold Eagle Acquisition Corp. | 1.00M | +66.3% | $4.3M |
| SVIV Spring Valley Acquisition Corp. IV | 531,499 | +130% | $3.1M |
| SHW Sherwin-Williams Company | 76,087 | +12.3% | $2.9M |
| Artius II Acquisition Inc | 500,000 | +100% | $2.6M |
Trimmed (12)
| Warner Bros Discovery Inc | 1.46M | -27.2% | -$14.5M |
| Cantor Equity Partners II In | 380,000 | -64.2% | -$9.1M |
| ASML ASML Holding N.V. · Equities | 5,770 | -34.4% | -$6.0M |
| Archimedes Tech Spac Partner | 604,857 | -20.4% | -$1.7M |
| AEXA American Exceptionalism Acquisition Corp. A | 725,990 | -11.6% | -$1.1M |
| Spdr Series Trust St Str Sp Regbnk | 8,566 | -61.2% | -$1.0M |
| D. Boral Arc Acq I Corp | 335,069 | -16.2% | -$677.2K |
| Real Asset Acquisition Corp *W Exp 04/24/203 | 122,450 | -59.6% | -$654.9K |
| SVAQW Silicon Valley Acquisition Corp. · *W Exp 12/08/203 | 408,029 | -18.4% | -$68.1K |
| IPXGW Inection Point Acquisition Corp. VII · *W Exp 02/11/203 | 91,999 | -8.0% | -$10.6K |
Exited (28)
| Janus Henderson Group plc | 532,530 | Exited | -$27.4M |
| Hologic Inc | 175,964 | Exited | -$13.3M |
| NKE Nike, Inc. | 215,000 | Exited | -$11.4M |
| IVZ Invesco Ltd | 427,500 | Exited | -$10.4M |
| ECHO EchoStar Corporation | 85,700 | Exited | -$10.0M |
| ALLY Ally Financial Inc. | 239,233 | Exited | -$9.4M |
| Csg Sys International Inc | 72,540 | Exited | -$5.8M |
| PVH PVH Corp. | 44,100 | Exited | -$3.1M |
| CCXI Agility Robotics, Inc. | 300,000 | Exited | -$3.0M |
| AXIN Axiom Intelligence Acquisition Corp 1 | 300,000 | Exited | -$3.0M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q2 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer