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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
- NORFOLK SOUTHN CORP · COM · 655844108 · shares: $73,879,259
- TXNM ENERGY INC · COM · 69349H107 · shares: $61,275,273
- MICRON TECHNOLOGY INC · COM · 595112103 · shares · PUT: $50,788,760
- WARNER BROS DISCOVERY INC · COM SER A · 934423104 · shares: $38,864,042
- ELECTRONIC ARTS INC · COM · 285512109 · shares: $37,408,523
- SHERWIN WILLIAMS CO · COM · 824348106 · shares: $26,198,276
- QORVO INC · COM · 74736K101 · shares: $23,781,612
- ROCKET COS INC · COM CL A · 77311W101 · shares: $23,370,134
- WORKDAY INC · CL A · 98138H101 · shares: $22,883,481
- WARNER BROS DISCOVERY INC · COM SER A · 934423104 · shares · PUT: $21,589,268
Reported holdings
203 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| IRENIC ACQUISITION CORP | *W EXP 04/10/203 | G4939F123 | — | 14,524 shares | $9,008 |
| M3-BRIGADE ACQUISITION VI CO | *W EXP 08/18/203 | G63221116 | — | 16,648 shares | $6,659 |
| TAILWIND 2.0 ACQUISITION COR | RIGHT 11/07/2030 | G8662J129 | — | 50,000 shares | $6,255 |