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Governors Lane LP

Period ended Jun 30, 2026 · Latest filing Aug 14, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Jun 30, 2026: $1,197,171,434

More quarters will appear as history becomes available.

Top holdings

Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. NORFOLK SOUTHN CORP · COM · 655844108 · shares: $73,879,259
  2. TXNM ENERGY INC · COM · 69349H107 · shares: $61,275,273
  3. MICRON TECHNOLOGY INC · COM · 595112103 · shares · PUT: $50,788,760
  4. WARNER BROS DISCOVERY INC · COM SER A · 934423104 · shares: $38,864,042
  5. ELECTRONIC ARTS INC · COM · 285512109 · shares: $37,408,523
  6. SHERWIN WILLIAMS CO · COM · 824348106 · shares: $26,198,276
  7. QORVO INC · COM · 74736K101 · shares: $23,781,612
  8. ROCKET COS INC · COM CL A · 77311W101 · shares: $23,370,134
  9. WORKDAY INC · CL A · 98138H101 · shares: $22,883,481
  10. WARNER BROS DISCOVERY INC · COM SER A · 934423104 · shares · PUT: $21,589,268

Reported holdings

203 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
GSR IV ACQUISITION CORPCL A SHSG4R12K107 — 250,000 shares $2,537,500
KPET ULTRA PACELINE CORPORD CL AG53157106 — 250,000 shares $2,495,000
RRE VENTURES ACQUISITION CORCL A ORD SHSG770AL103 — 250,000 shares $2,467,500
SAFEGUARD ACQUISITION CORPCL A ORD SHSG77676107 — 241,649 shares $2,430,989
RAYONIER ADVANCED MATLS INCCOM75508B104 — 306,700 shares $2,410,662
COMCAST CORP NEWCL A20030N101 CALL 95,000 shares $2,332,250
CANTOR EQUITY PARTNERS VI INCL A ORD SHSG1828R101 — 213,936 shares $2,218,516
SPACE ASSET ACQUISITION CORPUSD CL A ORD SHSG8375S101 — 200,000 shares $2,040,000
GORES HOLDINGS XI INCUNIT 06/24/2031G40008123 — 200,000 shares $2,030,000
INFINITE EAGLE ACQUISITION CCL AG4802J103 — 200,000 shares $2,024,000
BTC DEV CORPORD SHS CL AG0701G109 — 200,000 shares $2,014,000
YORKVILLE INTL CAP CORPUNIT 06/05/2031G98665121 — 200,000 shares $2,008,000
CARTESIAN GROWTH CORP IVUNIT 06/08/2031G19316127 — 200,000 shares $2,000,000
TEXAS VENTURES ACQUISITION IUNIT 06/15/2031G8773A116 — 200,000 shares $2,000,000
CH4 NATURAL SOLUTIONS CORPORD SHS CL AG2104X101 — 200,000 shares $1,970,000
JAMES HARDIE INDS PLCORD SHSG4253H101 CALL 75,000 shares $1,963,500
KEYSTONE ACQUISITION CORPCL AG52539106 — 181,383 shares $1,788,436
DYNAMIX CORPSHS CL AG2949D104 — 157,500 shares $1,699,425
REVOLUTION MEDICINES INCCOM76155X100 CALL 9,000 shares $1,685,520
TELEPHONE & DATA SYS INCCOM NEW879433829 — 43,386 shares $1,605,716
HIGHVIEW MERGER CORPORD SH CL AG4569C101 — 153,935 shares $1,563,980
TRAILBLAZER ACQUISITION CORPORD SHS CL AG9009S103 — 150,000 shares $1,518,000
ONEIM ACQUISITION CORPORD SHS CL AG6S74K106 — 150,000 shares $1,510,500
INSIGHT DIGITAL PARTNERS IICL A ORDG4814G105 — 150,000 shares $1,506,000
BITCOIN INFRASTRUCTURE ACQUIUSD CL A ORD SHSG1143H101 — 150,000 shares $1,499,250
DYNAMIX CORP IIIUSD CL A ORD SHSG2949T109 — 150,000 shares $1,498,500
SIRIUSXM HOLDINGS INCCOMMON STOCK829933100 CALL 42,400 shares $1,252,496
CAL REDWOOD ACQUISITION CORPCOM CL AG17564108 — 100,000 shares $1,030,000
PIONEER ACQUISITION I CORPCL A ORD SHSG7117W107 — 100,000 shares $1,023,000
OXLEY BRIDGE ACQ LTDUSD CL A ORD SHSG6858G107 — 100,000 shares $1,022,000
GENERAL CATALYST GBL RESIL MCL AG3793T104 — 100,298 shares $1,012,007
AMERICAN DRIVE ACQUISITION CUSD CL A ORD SHSG0R91M105 — 100,000 shares $1,002,000
VINE HILL CAP INVTS CORP IICL AG9709D109 — 66,618 shares $664,848
SPDR SERIES TRUSTST STR SP REGBNK78464A698 — 8,566 shares $641,165
EBAY INC.COM278642103 — 5,500 shares $614,625
M3-BRIGADE ACQUISITION VI COORD SHS CL AG63221108 — 50,000 shares $506,500
TAILWIND 2.0 ACQUISITION CORORD SHS CL AG8662J111 — 50,000 shares $502,000
INVEST GREEN ACQUISITION CORCL A ORD SHSG4924G102 — 50,000 shares $500,500
JENA ACQUISITION CORP IIUSD CL A ORD SHSG5093B105 — 46,395 shares $480,652
BANCO SANTANDER SAADR05964H105 — 32,260 shares $445,188
REAL ASSET ACQUISITION CORP*W EXP 04/24/203G73944111 — 122,450 shares $443,269
IRENIC ACQUISITION CORPORD SHS CL AG4939F107 — 43,573 shares $435,294
CANTOR EQUITY PARTNERS VII ICL A ORD SHSG1828W100 — 41,997 shares $423,750
NEW AMER ACQUISITION I CORP*W EXP 99/99/999023634116 — 652,318 shares $391,391
PERIMETER ACQUISITION CORP I*W EXP 05/13/203G7010A111 — 373,679 shares $336,311
SILICON VY ACQUISITION CORP*W EXP 12/08/203G81306113 — 408,029 shares $301,941
FUTURECORP SPACE ACQUISITIONUNIT 99/99/9999G37307124 — 25,000 shares $253,250
EVOLUTION GLOBAL ACQUISITION*W EXP 10/22/203G3226F119 — 500,000 shares $211,250
BERTO ACQUISITION CORP*W EXP 05/01/203G1051H119 — 285,006 shares $209,479
KARBON CAP PARTNERS CORP*W EXP 12/11/203G5225W118 — 275,000 shares $206,250
RENATUS TACTICAL ACQUIS*W EXP 05/15/203G7490F127 — 260,475 shares $197,961
BLEICHROEDER ACQUISITI CORP*W EXP 12/23/203G1170E112 — 85,475 shares $186,336
CRANE HBR ACQUISITION CORP IRIGHT 12/09/2030G25014112 — 750,000 shares $180,000
PLUM ACQUISITION CORP IV*W EXP 08/19/202G7134A120 — 350,000 shares $157,500
ARCHIMEDES TECH SPAC PTNRS I*W EXP 01/23/203G0453R113 — 250,000 shares $156,375
REVOLUTION MEDICINES INCCOM76155X100 — 818 shares $153,195
HCM III ACQUISITION CORP*W EXP 07/23/203G4365E111 — 225,229 shares $146,399
M EVO GBL ACQUISITION CORP I*W EXP 02/18/203G6071J110 — 375,000 shares $144,375
SPRING VY ACQUISITION CORP I*W EXP 09/04/203G8377R119 — 69,244 shares $122,908
COLUMBUS CIRCLE CAP CORP II*W EXP 02/11/203G2296M129 — 91,999 shares $121,439
KRAKACQUISITION CORPORATION*W EXP 12/23/203G5315G114 — 250,000 shares $121,250
REPUBLIC DIGITAL ACQUISITION*W EXP 05/01/203G7515A129 — 300,000 shares $112,530
PROCAP ACQUISITION CORP*W EXP 05/16/203G7257A121 — 316,967 shares $103,046
PYROPHYTE ACQUISITION CORP.*W EXP 07/30/203G7309T110 — 200,000 shares $100,000
FUTURECREST ACQUISITION CORP*W EXP 09/30/203G3730U115 — 112,498 shares $95,623
KOCHAV DEFENSE ACQUI CORIGHT 05/21/2030G5304D114 — 450,000 shares $90,900
PRAETORIAN ACQUISITION CORP*W EXP 01/16/203G7S17G129 — 233,333 shares $88,667
WEN ACQUISITION CORP*W EXP 99/99/999G9R39C111 — 239,531 shares $84,866
ALUSSA ENERGY ACQUISIT CORP*W EXP 99/99/999G0233J118 — 199,999 shares $84,020
SAFEGUARD ACQUISITION CORP*W EXP 99/99/999G77676115 — 120,824 shares $68,870
PROCAP FINL INC*W EXP 12/05/20374277P113 — 300,800 shares $66,176
SPACE ASSET ACQUISITION CORP*W EXP 03/31/203G8375S119 — 66,666 shares $59,999
SPRING VY ACQUISITION CORP I*W EXP 01/22/203G8377G113 — 57,874 shares $56,491
SILVERBOX CORP V*W EXP 09/16/203G8148S115 — 133,333 shares $55,400
RANGE CAP ACQUISITION CORP I*W EXP 09/29/203G7375J111 — 150,000 shares $51,000
MESHFLOW ACQUISITION CORP*W EXP 11/20/203G6032N119 — 166,666 shares $50,000
APEX TREAS CORP*W EXP 10/07/203G04104124 — 150,000 shares $48,765
NEW PROVIDENCE ACQUISITION C*W EXP 04/24/203G6476A110 — 166,666 shares $46,666
LIGHTWAVE ACQUISITION CORP*W EXP 06/06/203G5490M126 — 150,000 shares $45,405
RRE VENTURES ACQUISITION COR*W EXP 04/22/203G770AL129 — 83,333 shares $44,791
LAUNCHPAD CADENZA ACQU CORP*W EXP 12/15/203G6001S115 — 116,666 shares $43,750
COLOMBIER ACQUISITION CORP I*W EXP 12/31/203G2284A111 — 51,316 shares $41,053
1RT ACQUISITION CORP.*W EXP 06/26/203G6757R113 — 78,927 shares $40,174
KEYSTONE ACQUISITION CORP*W EXP 05/28/203G52539122 — 90,691 shares $39,895
INFINITE EAGLE ACQUISITION CRIGHT 01/13/2031G4802J111 — 200,000 shares $39,020
CH4 NATURAL SOLUTIONS CORP*W EXP 12/22/203G2104X119 — 100,000 shares $33,000
CAL REDWOOD ACQUISITION CORPRIGHT 05/15/2030G17564116 — 100,000 shares $27,400
KPET ULTRA PACELINE CORP*W EXP 03/01/203G53157114 — 41,666 shares $25,020
GENERAL CATALYST GBL RESIL M*W EXP 04/13/203G3793T120 — 25,074 shares $24,573
BITCOIN INFRASTRUCTURE ACQUI*W EXP 11/06/203G1143H119 — 75,000 shares $23,730
HCM IV ACQUISITION CORP*W EXP 01/20/203G4365S110 — 43,750 shares $23,625
TRAILBLAZER ACQUISITION CORP*W EXP 09/30/203G9009S111 — 49,999 shares $22,025
INSIGHT DIGITAL PARTNERS II*W EXP 10/28/203G4814G113 — 75,000 shares $21,750
AMERICAN DRIVE ACQUISITION C*W EXP 02/06/203G0R91M113 — 33,333 shares $21,000
DYNAMIX CORP III*W EXP 10/10/203G2949T117 — 75,000 shares $20,640
ONEIM ACQUISITION CORP*W EXP 01/07/203G6S74K114 — 25,000 shares $20,625
CSLM DIGITA ASSET ACQ CORP I*W EXP 08/28/203G2584S119 — 68,453 shares $15,573
OXLEY BRIDGE ACQ LTD*W EXP 06/17/203G6858G115 — 50,000 shares $11,080
PIONEER ACQUISITION I CORP*W EXP 06/16/203G7117W115 — 50,000 shares $10,785
INVEST GREEN ACQUISITION CORRIGHT 11/17/2030G4924G110 — 50,000 shares $10,005