Governors Lane LP
195 holdingsFiling period: 2026-06-30Current AUM: $1.20Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NSC | Norfolk Southn Corp | 234.8K | $73.9M | $78.4M | 6.54% | +5.5K | 2026-06-30 |
| 2 | WBD | Warner Bros Discovery Inc | 2.57M | $68.5M | $68.5M | 5.71% | -168,944 | 2026-06-30 |
| 3 | TXNM | Txnm Energy Inc | 1.08M | $61.3M | $63.0M | 5.26% | +634.8K | 2026-06-30 |
| 4 | MU | Micron Technology Inc | 44.0K | $50.8M | $39.8M | 3.32% | +2.0K | 2026-06-30 |
| 5 | EA | Electronic Arts Inc | 182.4K | $37.4M | $37.4M | 3.12% | +43 | 2026-06-30 |
| 6 | CRBG | Corebridge Finl Inc | 1.08M | $31.0M | $37.5M | 3.13% | +583.0K | 2026-06-30 |
| 7 | — | Asml Hldg NV | 15.3K | $30.4M | $30.4M | 2.53% | -26,528 | 2026-06-30 |
| 8 | TSM | Taiwan Semiconductor Manufac | 60.9K | $29.1M | $25.8M | 2.16% | -399,116 | 2026-06-30 |
| 9 | SHW | Sherwin Williams Co | 76.1K | $26.2M | $25.5M | 2.13% | -89,157 | 2026-06-30 |
| 10 | QRVO | Qorvo Inc | 255.0K | $23.8M | $23.8M | 1.98% | -- | 2026-06-30 |
| 11 | RKT | Rocket Cos Inc | 1.48M | $23.4M | $17.0M | 1.42% | -- | 2026-06-30 |
| 12 | WDAY | Workday Inc | 186.9K | $22.9M | $39.0M | 3.25% | -- | 2026-06-30 |
| 13 | AMZN | Amazon.com Inc | 95.5K | $22.8M | $23.8M | 1.98% | -50,817 | 2026-06-30 |
| 14 | COF | Capital One Finl Corp | 99.7K | $20.0M | $20.2M | 1.68% | +32.8K | 2026-06-30 |
| 15 | AES | Aes Corp | 1.33M | $19.5M | $20.0M | 1.67% | -- | 2026-06-30 |
| 16 | META | Meta Platforms Inc | 34.3K | $19.3M | $21.6M | 1.80% | -146,465 | 2026-06-30 |
| 17 | INTC | Intel Corp | 125.0K | $17.5M | $11.3M | 0.94% | -- | 2026-06-30 |
| 18 | — | Bleichroeder Acquisiti Corp | 1.40M | $14.4M | $14.4M | 1.21% | -- | 2026-06-30 |
| 19 | — | Berto Acquisition Corp | 1.35M | $14.2M | $14.2M | 1.18% | -- | 2026-06-30 |
| 20 | NWAX | New Amer Acquisition I Corp | 1.37M | $13.9M | $13.8M | 1.15% | +66.0K | 2026-06-30 |
| 21 | — | Berto Acquisition Corp II | 1.35M | $13.7M | $13.7M | 1.14% | -- | 2026-06-30 |
| 22 | TWO | Two Harbors Inventment Corpo | 1.07M | $13.3M | $13.3M | 1.11% | +742.6K | 2026-06-30 |
| 23 | — | Ferrari N V | 34.3K | $12.8M | $12.8M | 1.07% | -- | 2026-06-30 |
| 24 | SGI | Somnigroup International Inc | 150.9K | $11.8M | $9.4M | 0.78% | -- | 2026-06-30 |
| 25 | — | Fifth Era Acquisition Corp I | 1.12M | $11.7M | $11.7M | 0.98% | -- | 2026-06-30 |
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