EdgeMarket › What Governors Lane Lp reported owning
What Governors Lane Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.6BPositions
190Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NSC NORFOLK SOUTHERN CORP | 65.8M | 4.2% | 229.3K | 350.72 | +22.8% |
| WBD Warner Bros. Discovery, Inc. | 55.0M | 3.5% | 2.0M | 28.55 | +147.4% |
| EA ELECTRONIC ARTS INC. | 37.2M | 2.4% | 182.4K | 209.70 | +33.5% |
| unmapped CUSIP G4474Y214 | 27.4M | 1.7% | 532.5K | — | — |
| TXNM TXNM ENERGY INC | 26.0M | 1.7% | 444.4K | 57.22 | +1.2% |
| SHW SHERWIN WILLIAMS CO | 21.7M | 1.4% | 67.7K | 346.59 | -5.6% |
| QRVO Qorvo, Inc. | 19.7M | 1.3% | 255.0K | 95.56 | +7.3% |
| AES AES CORP | 18.8M | 1.2% | 1.3M | 14.77 | +11.9% |
| unmapped CUSIP 436440101 | 13.3M | 0.9% | 176.0K | — | — |
| NWAX New America Acquisition I Corp. | 13.1M | 0.8% | 1.3M | 10.18 | — |
| COF CAPITAL ONE FINANCIAL CORP | 12.2M | 0.8% | 67.0K | 217.91 | +1.5% |
| ASML ASML HOLDING NV | 11.6M | 0.7% | 8.8K | 1,763.76 | +135.3% |
| FERA Fifth Era Acquisition Corp I | 11.6M | 0.7% | 1.1M | 10.49 | +3.2% |
| unmapped CUSIP G1827P106 | 11.6M | 0.7% | 1.1M | — | — |
| PMTR Perimeter Acquisition Corp. I | 11.5M | 0.7% | 1.1M | 10.40 | +1.7% |
| NKE NIKE, Inc. | 11.4M | 0.7% | 215.0K | 40.76 | -46.6% |
| META Meta Platforms, Inc. | 11.3M | 0.7% | 19.7K | 549.90 | -26.5% |
| KBON Karbon Capital Partners Corp. | 11.1M | 0.7% | 1.1M | 10.10 | — |
| PCAP ProCap Acquisition Corp | 10.8M | 0.7% | 1.1M | 10.36 | +1.6% |
| IVZ Invesco Ltd. | 10.4M | 0.7% | 427.5K | 32.02 | +54.1% |
| EVOX Evolution Global Acquisition Corp | 10.4M | 0.7% | 1.0M | 10.10 | — |
| RDAG Republic Digital Acquisition Co | 10.2M | 0.7% | 997.2K | 10.40 | +2.0% |
| HCMA HCM III ACQUISITION CORP. | 10.2M | 0.7% | 1.0M | 10.29 | -8.3% |
| ECHO EchoStar CORP | 10.0M | 0.6% | 85.7K | 86.81 | +214.0% |
| SVAQ Silicon Valley Acquisition Corp. | 9.9M | 0.6% | 1.0M | 10.05 | — |
| KRAQ KRAKacquisition Corp | 9.9M | 0.6% | 1.0M | 10.00 | — |
| ARCI Archimedes Tech SPAC Partners III Co. | 9.8M | 0.6% | 1.0M | 10.14 | +377.2% |
| CEPV Cantor Equity Partners V, Inc. | 9.8M | 0.6% | 971.6K | 10.39 | — |
| ALLY Ally Financial Inc. | 9.4M | 0.6% | 239.2K | 42.93 | +12.3% |
| RTAC Renatus Tactical Acquisition Corp I | 9.0M | 0.6% | 879.6K | 10.45 | -1.9% |
| NPAC New Providence Acquisition Corp. III/Cayman | 9.0M | 0.6% | 874.8K | 10.46 | +3.5% |
| CEPF Cantor Equity Partners IV, Inc. | 8.9M | 0.6% | 877.8K | 10.34 | — |
| CRAN Crane Harbor Acquisition Corp. II | 8.9M | 0.6% | 900.0K | 10.14 | — |
| AEXA American Exceptionalism Acquisition Corp. A | 8.9M | 0.6% | 821.0K | 11.68 | — |
| FCRS FutureCrest Acquisition Corp. | 8.6M | 0.5% | 850.0K | 10.22 | — |
| ATII Archimedes Tech SPAC Partners II Co. | 7.9M | 0.5% | 759.6K | 10.69 | +4.9% |
| ONCH 1RT Acquisition Corp. | 7.6M | 0.5% | 750.0K | 10.30 | — |
| WENN WEN Acquisition Corp | 7.4M | 0.5% | 730.0K | 10.39 | +2.5% |
| MEVO M Evo Global Acquisition Corp II | 7.4M | 0.5% | 750.0K | 9.98 | — |
| unmapped CUSIP G8377R101 | 7.1M | 0.5% | 701.5K | — | — |
| GTEN Gores Holdings X, Inc. / CI | 6.9M | 0.4% | 672.7K | 10.62 | +4.5% |
| PTOR Praetorian Acquisition Corp. | 6.9M | 0.4% | 700.0K | 9.96 | — |
| TECK TECK RESOURCES LTD | 6.6M | 0.4% | 127.2K | 69.20 | +121.3% |
| BEAG Bold Eagle Acquisition Corp. | 6.3M | 0.4% | 601.2K | 10.80 | +4.2% |
| ALUB Alussa Energy Acquisition Corp. II | 6.1M | 0.4% | 613.5K | 10.15 | — |
| DKS DICK'S SPORTING GOODS, INC. | 5.9M | 0.4% | 29.8K | 183.23 | -17.8% |
| unmapped CUSIP 126349109 | 5.8M | 0.4% | 72.5K | — | — |
| AMZN AMAZON COM INC | 5.8M | 0.4% | 27.8K | 258.63 | +15.6% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 5.7M | 0.4% | 17.0K | 418.95 | +83.3% |
| SLAB SILICON LABORATORIES INC. | 5.3M | 0.3% | 25.3K | 218.00 | +63.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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