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 | $75.2M | 6.24% | +5.5K | 2026-06-30 |
| 2 | WBD | WARNER BROS DISCOVERY INC | 2.57M | $68.5M | $72.0M | 5.97% | -168,944 | 2026-06-30 |
| 3 | TXNM | TXNM ENERGY INC | 1.08M | $61.3M | $62.8M | 5.21% | +634.8K | 2026-06-30 |
| 4 | MU | MICRON TECHNOLOGY INC | 44.0K | $50.8M | $40.8M | 3.39% | +2.0K | 2026-06-30 |
| 5 | EA | ELECTRONIC ARTS INC | 182.4K | $37.4M | $37.4M | 3.10% | +43 | 2026-06-30 |
| 6 | CRBG | COREBRIDGE FINL INC | 1.08M | $31.0M | $37.9M | 3.15% | +583.0K | 2026-06-30 |
| 7 | — | ASML HLDG NV | 15.3K | $30.4M | $30.4M | 2.52% | -26,528 | 2026-06-30 |
| 8 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 60.9K | $29.1M | $25.2M | 2.09% | -399,116 | 2026-06-30 |
| 9 | SHW | SHERWIN WILLIAMS CO | 76.1K | $26.2M | $24.6M | 2.04% | -89,157 | 2026-06-30 |
| 10 | QRVO | QORVO INC | 255.0K | $23.8M | $30.1M | 2.50% | -- | 2026-06-30 |
| 11 | RKT | ROCKET COS INC | 1.48M | $23.4M | $19.6M | 1.62% | -- | 2026-06-30 |
| 12 | WDAY | WORKDAY INC | 186.9K | $22.9M | $35.6M | 2.96% | -- | 2026-06-30 |
| 13 | AMZN | AMAZON COM INC | 95.5K | $22.8M | $23.7M | 1.97% | -50,817 | 2026-06-30 |
| 14 | COF | CAPITAL ONE FINL CORP | 99.7K | $20.0M | $20.6M | 1.71% | +32.8K | 2026-06-30 |
| 15 | AES | AES CORP | 1.33M | $19.5M | $19.7M | 1.64% | -- | 2026-06-30 |
| 16 | META | META PLATFORMS INC | 34.3K | $19.3M | $23.0M | 1.91% | -146,465 | 2026-06-30 |
| 17 | INTC | INTEL CORP | 125.0K | $17.5M | $12.1M | 1.01% | -- | 2026-06-30 |
| 18 | — | BLEICHROEDER ACQUISITI CORP | 1.40M | $14.4M | $14.4M | 1.20% | -- | 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 | $13.9M | 1.15% | +66.0K | 2026-06-30 |
| 21 | — | BERTO ACQUISITION CORP II | 1.35M | $13.7M | $13.7M | 1.13% | -- | 2026-06-30 |
| 22 | TWO | TWO HARBORS INVENTMENT CORPO | 1.07M | $13.3M | $13.3M | 1.10% | +742.6K | 2026-06-30 |
| 23 | — | FERRARI N V | 34.3K | $12.8M | $12.8M | 1.06% | -- | 2026-06-30 |
| 24 | SGI | SOMNIGROUP INTERNATIONAL INC | 150.9K | $11.8M | $9.9M | 0.82% | -- | 2026-06-30 |
| 25 | — | FIFTH ERA ACQUISITION CORP I | 1.12M | $11.7M | $11.7M | 0.97% | -- | 2026-06-30 |
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