Holders — by stockHoldings — by fund
Governors Lane LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001644187
$1.20B
disclosed book value
194
positions
6.2%
largest position share
Positions, as of 2026-06-30
top 100 of 194 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NSCNORFOLK SOUTHN CORP | 234,843 | $73.9M | 6.2% |
| 2 | TXNMTXNM ENERGY INC | 1.1M | $61.3M | 5.1% |
| 3 | MUMICRON TECHNOLOGY INCPUT | 44,000 | $50.8M | 4.2% |
| 4 | WBDWARNER BROS DISCOVERY INC | 1.5M | $38.9M | 3.2% |
| 5 | EA*ELECTRONIC ARTS INC | 182,445 | $37.4M | 3.1% |
| 6 | SHWSHERWIN WILLIAMS CO | 76,087 | $26.2M | 2.2% |
| 7 | QRVOQORVO INC | 254,976 | $23.8M | 2% |
| 8 | RKTROCKET COS INC | 1.5M | $23.4M | 2% |
| 9 | WDAYWORKDAY INC | 186,926 | $22.9M | 1.9% |
| 10 | WBDWARNER BROS DISCOVERY INCPUT | 809,800 | $21.6M | 1.8% |
| 11 | CRBGCOREBRIDGE FINL INC | 722,000 | $20.7M | 1.7% |
| 12 | COFCAPITAL ONE FINL CORP | 99,742 | $20.0M | 1.7% |
| 13 | AESAES CORP | 1.3M | $19.5M | 1.6% |
| 14 | ASML HLDG NVCALL | 9,500 | $18.9M | 1.6% |
| 15 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 36,869 | $17.6M | 1.5% |
| 16 | INTCINTEL CORPPUT | 125,000 | $17.5M | 1.5% |
| 17 | BLEICHROEDER ACQUISITI CORP | 1.4M | $14.4M | 1.2% |
| 18 | BERTO ACQUISITION CORP | 1.4M | $14.2M | 1.2% |
| 19 | NWAXNEW AMER ACQUISITION I CORP | 1.4M | $13.9M | 1.2% |
| 20 | BERTO ACQUISITION CORP II | 1.4M | $13.7M | 1.1% |
| 21 | TWOTWO HARBORS INVENTMENT CORPO | 1.1M | $13.3M | 1.1% |
| 22 | FERRARI N V | 34,314 | $12.8M | 1.1% |
| 23 | SGISOMNIGROUP INTERNATIONAL INC | 150,885 | $11.8M | 1% |
| 24 | AMZNAMAZON COM INC | 49,483 | $11.8M | 1% |
| 25 | FIFTH ERA ACQUISITION CORP I | 1.1M | $11.7M | 1% |
| 26 | METAMETA PLATFORMS INC | 20,765 | $11.7M | 1% |
| 27 | PERIMETER ACQUISITION CORP I | 1.1M | $11.6M | 1% |
| 28 | ASML HLDG NV | 5,770 | $11.5M | 1% |
| 29 | ARCHIMEDES TECH SPAC PTNRS I | 1.1M | $11.5M | 1% |
| 30 | TSMTAIWAN SEMICONDUCTOR MANUFACCALL | 24,000 | $11.5M | 1% |
| 31 | OLEDUNIVERSAL DISPLAY CORP | 131,172 | $11.4M | 0.9% |
| 32 | KARBON CAP PARTNERS CORP | 1.1M | $11.1M | 0.9% |
| 33 | AMZNAMAZON COM INCCALL | 46,000 | $11.0M | 0.9% |
| 34 | PROCAP ACQUISITION CORP | 1.1M | $10.9M | 0.9% |
| 35 | BOLD EAGLE ACQUISITION CORP | 1.0M | $10.7M | 0.9% |
| 36 | EVOLUTION GLOBAL ACQUISITION | 1.0M | $10.4M | 0.9% |
| 37 | HCM III ACQUISITION CORP | 1.0M | $10.4M | 0.9% |
| 38 | CRBGCOREBRIDGE FINL INCPUT | 361,000 | $10.3M | 0.9% |
| 39 | REPUBLIC DIGITAL ACQUISITION | 997,199 | $10.3M | 0.9% |
| 40 | SILICON VY ACQUISITION CORP | 999,979 | $10.1M | 0.8% |
| 41 | MSFTMICROSOFT CORPCALL | 27,000 | $10.1M | 0.8% |
| 42 | CANTOR EQUITY PARTNERS V INC | 971,570 | $10.0M | 0.8% |
| 43 | KMBKIMBERLY-CLARK CORP | 91,148 | $10.0M | 0.8% |
| 44 | KRAKACQUISITION CORPORATION | 1.0M | $10.0M | 0.8% |
| 45 | RENATUS TACTICAL ACQUIS | 879,582 | $9.2M | 0.8% |
| 46 | CANTOR EQUITY PARTNERS IV IN | 877,821 | $9.1M | 0.8% |
| 47 | CRANE HBR ACQUISITION CORP I | 900,100 | $9.1M | 0.8% |
| 48 | NEW PROVIDENCE ACQUISITION C | 874,820 | $9.1M | 0.8% |
| 49 | DKSDICKS SPORTING GOODS INC | 39,947 | $9.1M | 0.8% |
| 50 | FUTURECREST ACQUISITION CORP | 850,701 | $8.8M | 0.7% |
| 51 | AMERICAN EXCEPTIONALISM ACQU | 725,990 | $8.6M | 0.7% |
| 52 | DHRDANAHER CORP DEL | 43,534 | $8.3M | 0.7% |
| 53 | WBDWARNER BROS DISCOVERY INCCALL | 300,000 | $8.0M | 0.7% |
| 54 | 1RT ACQUISITION CORP. | 750,000 | $7.7M | 0.6% |
| 55 | METAMETA PLATFORMS INCCALL | 13,500 | $7.6M | 0.6% |
| 56 | TECKTECK RESOURCES LTD | 127,151 | $7.6M | 0.6% |
| 57 | WEN ACQUISITION CORP | 730,000 | $7.5M | 0.6% |
| 58 | M EVO GBL ACQUISITION CORP I | 750,000 | $7.4M | 0.6% |
| 59 | SPRING VY ACQUISITION CORP I | 701,526 | $7.2M | 0.6% |
| 60 | GORES HLDGS X INC | 672,658 | $7.0M | 0.6% |
| 61 | PRAETORIAN ACQUISITION CORP | 700,000 | $7.0M | 0.6% |
| 62 | ARCHIMEDES TECH SPAC PARTNER | 604,857 | $6.5M | 0.5% |
| 63 | HCM IV ACQUISITION CORP | 616,587 | $6.2M | 0.5% |
| 64 | ALUSSA ENERGY ACQUISIT CORP | 613,500 | $6.2M | 0.5% |
| 65 | BZHBEAZER HOMES USA INC | 217,362 | $6.1M | 0.5% |
| 66 | NVDANVIDIA CORPORATION | 28,800 | $5.8M | 0.5% |
| 67 | AVGOBROADCOM INC | 15,100 | $5.7M | 0.5% |
| 68 | BLDRBUILDERS FIRSTSOURCE INCCALL | 63,000 | $5.6M | 0.5% |
| 69 | ROKUROKU INC | 40,700 | $5.6M | 0.5% |
| 70 | TEXAS VENTURES ACQUISITION I | 529,000 | $5.6M | 0.5% |
| 71 | SLABSILICON LABORATORIES INC | 25,311 | $5.5M | 0.5% |
| 72 | SPRING VY ACQUISITION CORP I | 531,499 | $5.4M | 0.5% |
| 73 | NKENIKE INCCALL | 131,500 | $5.4M | 0.5% |
| 74 | CANTOR EQUITY PARTNERS II INCALL | 400,000 | $5.4M | 0.4% |
| 75 | ARTIUS II ACQUISITION INC | 500,000 | $5.2M | 0.4% |
| 76 | SIZZLE ACQUISITION CORP. II | 500,000 | $5.2M | 0.4% |
| 77 | CANTOR EQUITY PARTNERS II IN | 380,000 | $5.1M | 0.4% |
| 78 | MESHFLOW ACQUISITION CORP | 500,000 | $5.0M | 0.4% |
| 79 | COLOMBIER ACQUISITION CORP I | 466,269 | $4.8M | 0.4% |
| 80 | COMPCOMPASS INCCALL | 380,000 | $4.7M | 0.4% |
| 81 | KOCHAV DEFENSE ACQUI CO | 450,000 | $4.7M | 0.4% |
| 82 | PYROPHYTE ACQUISITION CORP. | 435,274 | $4.4M | 0.4% |
| 83 | RANGE CAP ACQUISITION CORP I | 418,870 | $4.2M | 0.4% |
| 84 | SILVERBOX CORP V | 400,000 | $4.0M | 0.3% |
| 85 | NEWBURY STR II ACQUISITION C | 350,000 | $3.7M | 0.3% |
| 86 | UNFUNIFIRST CORP MASS | 14,055 | $3.7M | 0.3% |
| 87 | VIKING ACQUISITION CORP I | 350,000 | $3.6M | 0.3% |
| 88 | LIGHTWAVE ACQUISITION CORP | 342,966 | $3.5M | 0.3% |
| 89 | LAUNCHPAD CADENZA ACQU CORP | 350,000 | $3.5M | 0.3% |
| 90 | D. BORAL ARC ACQ I CORP. | 335,069 | $3.5M | 0.3% |
| 91 | BHFBRIGHTHOUSE FINL INCPUT | 53,800 | $3.4M | 0.3% |
| 92 | COHEN CIRCLE ACQUISIT CORP I | 329,018 | $3.4M | 0.3% |
| 93 | XRTSPDR SERIES TRUST | 37,228 | $3.3M | 0.3% |
| 94 | OAKTREE ACQUISITION CORP III | 300,000 | $3.2M | 0.3% |
| 95 | GSATGLOBALSTAR INC | 37,100 | $3.0M | 0.3% |
| 96 | APEX TREAS CORP | 300,000 | $3.0M | 0.3% |
| 97 | CZRCAESARS ENTERTAINMENT INC NE | 96,800 | $2.9M | 0.2% |
| 98 | NEWHOLD INVT CORP III | 266,793 | $2.9M | 0.2% |
| 99 | HALL CHADWICK ACQUISITION CO | 275,000 | $2.8M | 0.2% |
| 100 | QIAGEN NV | 68,720 | $2.7M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.