Governors Lane LP

Est. AUM

$1.56B

13F long equity, this entity only

Positions

190

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	TAIWAN SEMICONDUCTOR MANUFACCALL	SPONSORED ADS	$149.7M	443000	9.57%	SOLE
2	ISHARES TRPUT	IBOXX HI YD ETF	$131.0M	1646400	8.37%	SOLE
3	META PLATFORMS INCCALL	CL A	$92.1M	161000	5.89%	SOLE
4	FEDEX CORPPUT	COM	$75.5M	212000	4.83%	SOLE
5	NORFOLK SOUTHN CORP	COM	$65.8M	229334	4.21%	SOLE
6	WARNER BROS DISCOVERY INC	COM SER A	$55.0M	2001510	3.51%	SOLE
7	LUMENTUM HLDGS INCPUT	COM	$46.7M	66500	2.99%	SOLE
8	ASML HLDG NVCALL	N Y REGISTRY SHS	$43.6M	33000	2.79%	SOLE
9	WALMART INCPUT	COM	$37.3M	300000	2.38%	SOLE
10	ELECTRONIC ARTS INC	COM	$37.2M	182402	2.38%	SOLE
11	STARBUCKS CORPPUT	COM	$31.4M	350000	2.00%	SOLE
12	JANUS HENDERSON GROUP PLC	ORD SHS	$27.4M	532530	1.75%	SOLE
13	TXNM ENERGY INC	COM	$26.0M	444414	1.66%	SOLE
14	AMAZON COM INCCALL	COM	$24.7M	118500	1.58%	SOLE
15	SHERWIN WILLIAMS CO	COM	$21.7M	67744	1.39%	SOLE
16	REINSURANCE GROUP AMER INCPUT	COM NEW	$20.2M	98800	1.29%	SOLE
17	QORVO INC	COM	$19.7M	254976	1.26%	SOLE
18	AES CORP	COM	$18.8M	1331984	1.20%	SOLE
19	SHERWIN WILLIAMS COPUT	COM	$17.6M	55000	1.13%	SOLE
20	WARNER BROS DISCOVERY INCPUT	COM SER A	$17.4M	635000	1.11%	SOLE
21	MICRON TECHNOLOGY INCCALL	COM	$14.2M	42000	0.91%	SOLE
22	SHERWIN WILLIAMS COCALL	COM	$13.6M	42500	0.87%	SOLE
23	HOLOGIC INC	COM	$13.3M	175964	0.85%	SOLE
24	NEW AMER ACQUISITION I CORP	COM SHS CL A	$13.1M	1304637	0.83%	SOLE
25	CAPITAL ONE FINL CORP	COM	$12.2M	66991	0.78%	SOLE
26	COREBRIDGE FINL INCCALL	COM	$11.9M	500000	0.76%	SOLE
27	ASML HLDG NV	N Y REGISTRY SHS	$11.6M	8798	0.74%	SOLE
28	FIFTH ERA ACQUISITION CORP I	ORD SHS CL A	$11.6M	1124952	0.74%	SOLE
29	CANTOR EQUITY PARTNERS II IN	CL A ORD SHS	$11.6M	1061282	0.74%	SOLE
30	PERIMETER ACQUISITION CORP I	COM CL A	$11.5M	1116900	0.73%	SOLE
31	NIKE INC	CL B	$11.4M	215000	0.73%	SOLE
32	NIKE INCPUT	CL B	$11.4M	215000	0.73%	SOLE
33	META PLATFORMS INC	CL A	$11.3M	19730	0.72%	SOLE
34	KARBON CAP PARTNERS CORP	ORD SHS CL A	$11.1M	1100000	0.71%	SOLE
35	PROCAP ACQUISITION CORP	SHS CL A	$10.8M	1063797	0.69%	SOLE
36	INVESCO LTD	SHS	$10.4M	427500	0.66%	SOLE
37	EVOLUTION GLOBAL ACQUISITION	USD CL A ORD SHS	$10.4M	1039500	0.66%	SOLE
38	REPUBLIC DIGITAL ACQUISITION	USD CL A ORD SHS	$10.2M	997199	0.65%	SOLE
39	HCM III ACQUISITION CORP	ORD SHS CL A	$10.2M	1009055	0.65%	SOLE
40	ECHOSTAR CORP	CL A	$10.0M	85700	0.64%	SOLE
41	SILICON VY ACQUISITION CORP	CL A	$9.9M	1000000	0.63%	SOLE
42	KRAKACQUISITION CORPORATION	CL A ORD SHS	$9.9M	1000000	0.63%	SOLE
43	ARCHIMEDES TECH SPAC PTNRS I	ORD SHS	$9.8M	1000000	0.63%	SOLE
44	CANTOR EQUITY PARTNERS V INC	SHS CL A S	$9.8M	971570	0.63%	SOLE
45	ALLY FINL INC	COM	$9.4M	239233	0.60%	SOLE
46	RENATUS TACTICAL ACQUIS	SHS CL A	$9.0M	879582	0.58%	SOLE
47	NEW PROVIDENCE ACQUISITION C	USD CL A ORD SHS	$9.0M	874820	0.57%	SOLE
48	CANTOR EQUITY PARTNERS IV IN	SHS CL A	$8.9M	877821	0.57%	SOLE
49	CRANE HBR ACQUISITION CORP I	ORD SHS CL A	$8.9M	900000	0.57%	SOLE
50	AMERICAN EXCEPTIONALISM ACQU	ORD CL A	$8.9M	820990	0.57%	SOLE

1–50 of 190

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.