Governors Lane LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Governors Lane LP disclosed 167 US equity positions worth $801.5m in its Q1 2026 13F filing. The largest position was NSC at 8.2% of the reported book, followed by WBD and EA.
What did Governors Lane LP own in Q1 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | NSC NORFOLK SOUTHN CORP | Industrials | 8.2% | $65.8m | 229,334 | – | |
| 2 | WBD WARNER BROS DISCOVERY INC | Communication Services | 6.9% | $55.0m | 2,001,510 | – | |
| 3 | EA ELECTRONIC ARTS INC | Communication Services | 4.6% | $37.2m | 182,402 | – | |
| 4 | JANUS HENDERSON GROUP PLC | 3.4% | $27.4m | 532,530 | – | ||
| 5 | TXNM TXNM ENERGY INC | Utilities | 3.2% | $26.0m | 444,414 | – | |
| 6 | SHW SHERWIN WILLIAMS CO | Basic Materials | 2.7% | $21.7m | 67,744 | – | |
| 7 | QRVO QORVO INC | Technology | 2.5% | $19.7m | 254,976 | – | |
| 8 | AES AES CORP | Utilities | 2.3% | $18.8m | 1,331,984 | – | |
| 9 | HO1 HOLOGIC INC | 1.7% | $13.3m | 175,964 | – | ||
| 10 | NEW AMER ACQUISITION I CORP | 1.6% | $13.1m | 1,304,637 | – | ||
| 11 | COF CAPITAL ONE FINL CORP | Financial Services | 1.5% | $12.2m | 66,991 | – | |
| 12 | ASML ASML HLDG NV | Technology | 1.4% | $11.6m | 8,798 | – | |
| 13 | FIFTH ERA ACQUISITION CORP I | 1.4% | $11.6m | 1,124,952 | – | ||
| 14 | CANTOR EQUITY PARTNERS II IN | 1.4% | $11.6m | 1,061,282 | – | ||
| 15 | PERIMETER ACQUISITION CORP I | 1.4% | $11.5m | 1,116,900 | – | ||
| 16 | NKE NIKE INC | Consumer Cyclical | 1.4% | $11.4m | 215,000 | – | |
| 17 | META META PLATFORMS INC | Communication Services | 1.4% | $11.3m | 19,730 | – | |
| 18 | KARBON CAP PARTNERS CORP | 1.4% | $11.1m | 1,100,000 | – | ||
| 19 | PROCAP ACQUISITION CORP | 1.4% | $10.8m | 1,063,797 | – | ||
| 20 | IVZ INVESCO LTD | Financial Services | 1.3% | $10.4m | 427,500 | – | |
| 21 | EVOLUTION GLOBAL ACQUISITION | 1.3% | $10.4m | 1,039,500 | – | ||
| 22 | REPUBLIC DIGITAL ACQUISITION | 1.3% | $10.2m | 997,199 | – | ||
| 23 | HCM III ACQUISITION CORP | 1.3% | $10.2m | 1,009,055 | – | ||
| 24 | ECHO ECHOSTAR CORP | Communication Services | 1.3% | $10.0m | 85,700 | – | |
| 25 | SILICON VY ACQUISITION CORP | 1.2% | $9.9m | 1,000,000 | – | ||
| 26 | KRAKACQUISITION CORPORATION | 1.2% | $9.9m | 1,000,000 | – | ||
| 27 | ARCHIMEDES TECH SPAC PTNRS I | 1.2% | $9.8m | 1,000,000 | – | ||
| 28 | CANTOR EQUITY PARTNERS V INC | 1.2% | $9.8m | 971,570 | – | ||
| 29 | ALLY ALLY FINL INC | Financial Services | 1.2% | $9.4m | 239,233 | – | |
| 30 | RENATUS TACTICAL ACQUIS | 1.1% | $9.0m | 879,582 | – | ||
| 31 | NEW PROVIDENCE ACQUISITION C | 1.1% | $9.0m | 874,820 | – | ||
| 32 | CANTOR EQUITY PARTNERS IV IN | 1.1% | $8.9m | 877,821 | – | ||
| 33 | CRANE HBR ACQUISITION CORP I | 1.1% | $8.9m | 900,000 | – | ||
| 34 | AMERICAN EXCEPTIONALISM ACQU | 1.1% | $8.9m | 820,990 | – | ||
| 35 | FUTURECREST ACQUISITION CORP | 1.1% | $8.6m | 850,000 | – | ||
| 36 | ARCHIMEDES TECH SPAC PARTNER | 1.0% | $7.9m | 759,556 | – | ||
| 37 | 1RT ACQUISITION CORP. | 0.9% | $7.6m | 750,000 | – | ||
| 38 | WEN ACQUISITION CORP | 0.9% | $7.4m | 730,000 | – | ||
| 39 | M EVO GBL ACQUISITION CORP I | 0.9% | $7.4m | 750,000 | – | ||
| 40 | SPRING VY ACQUISITION CORP I | 0.9% | $7.1m | 701,526 | – | ||
| 41 | GORES HLDGS X INC | 0.9% | $6.9m | 672,658 | – | ||
| 42 | PRAETORIAN ACQUISITION CORP | 0.9% | $6.9m | 700,000 | – | ||
| 43 | TECK TECK RESOURCES LTD | Basic Materials | 0.8% | $6.6m | 127,151 | – | |
| 44 | BOLD EAGLE ACQUISITION CORP | 0.8% | $6.3m | 601,215 | – | ||
| 45 | ALUSSA ENERGY ACQUISIT CORP | 0.8% | $6.1m | 613,500 | – | ||
| 46 | DKS DICKS SPORTING GOODS INC | Consumer Cyclical | 0.7% | $5.9m | 29,800 | – | |
| 47 | CSG SYS INTL INC | 0.7% | $5.8m | 72,540 | – | ||
| 48 | AMZN AMAZON COM INC | Consumer Cyclical | 0.7% | $5.8m | 27,800 | – | |
| 49 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 0.7% | $5.7m | 16,985 | – | |
| 50 | SLAB SILICON LABORATORIES INC | Technology | 0.7% | $5.3m | 25,311 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.