Governors Lane

Governors Lane as of June 30, 2026

Portfolio Holdings for Governors Lane

Governors Lane holds 194 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Norfolk Southern (NSC) 6.2 $74M 235k 314.59
Warner Bros Discovery Com Ser A (WBD) 5.7 $69M 2.6M 26.66
PNM Resources (TXNM) 5.1 $61M 1.1M 56.78
Micron Technology Put Option (MU) 4.2 $51M 44k 1154.29
Electronic Arts (EA) 3.1 $37M 182k 205.04
Corebridge Finl (CRBG) 2.6 $31M 1.1M 28.63
Asml Hldg Nv N Y Registry Shs (ASML) 2.5 $30M 15k 1989.44
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 2.4 $29M 61k 477.57
Sherwin-Williams Company (SHW) 2.2 $26M 76k 344.32
Qorvo (QRVO) 2.0 $24M 255k 93.27
Rocket Cos Com Cl A (RKT) 2.0 $23M 1.5M 15.75
Workday Cl A (WDAY) 1.9 $23M 187k 122.42
Amazon (AMZN) 1.9 $23M 96k 238.34
Capital One Financial (COF) 1.7 $20M 100k 200.62
AES Corporation (AES) 1.6 $20M 1.3M 14.66
Meta Platforms Cl A (META) 1.6 $19M 34k 563.29
Intel Corporation Put Option (INTC) 1.5 $18M 125k 139.63
Bleichroeder Acquisiti Corp Usd Cl A Ord Shs (BBCQ) 1.2 $14M 1.4M 10.32
Berto Acquisition Corp Ord Shs (TACO) 1.2 $14M 1.4M 10.49
New Amer Acquisition I Corp Com Shs Cl A (NWAX) 1.2 $14M 1.4M 10.15
Berto Acquisition Corp Ii Unit 03/06/2031 1.1 $14M 1.4M 10.12
Two Hbrs Invt Corp (TWO) 1.1 $13M 1.1M 12.41
Ferrari Nv Ord (RACE) 1.1 $13M 34k 372.29
Tempur-Pedic International (SGI) 1.0 $12M 151k 78.40
Fifth Era Acquisition Corp I Ord Shs Cl A (FERA) 1.0 $12M 1.1M 10.42
Perimeter Acquisition Corp I Com Cl A (PMTR) 1.0 $12M 1.1M 10.42
Archimedes Tech Spac Ptnrs I Ord Shs (ARCI) 1.0 $12M 1.1M 10.01
Universal Display Corporation (OLED) 0.9 $11M 131k 86.59
Karbon Cap Partners Corp Ord Shs Cl A (KBON) 0.9 $11M 1.1M 10.10
Procap Acquisition Corp Shs Cl A (PCAP) 0.9 $11M 1.1M 10.28
Bold Eagle Acquisition Corp Cl A (BEAG) 0.9 $11M 1.0M 10.68
Cantor Equity Partners Ii In Cl A Ord Shs 0.9 $11M 780k 13.42
Evolution Global Acquisition Usd Cl A Ord Shs (EVOX) 0.9 $10M 1.0M 10.02
Hcm Iii Acquisition Corp Ord Shs Cl A (HCMA) 0.9 $10M 1.0M 10.28
Republic Digital Acquisition Usd Cl A Ord Shs (RDAG) 0.9 $10M 997k 10.32
Silicon Vy Acquisition Corp Cl A (SVAQ) 0.8 $10M 1000k 10.09
Microsoft Corporation Call Option (MSFT) 0.8 $10M 27k 373.02
Cantor Equity Partners V Shs Cl A S (CEPV) 0.8 $10M 972k 10.31
Kimberly-Clark Corporation (KMB) 0.8 $10M 91k 109.77
Krakacquisition Corporation Cl A Ord Shs (KRAQ) 0.8 $10M 1.0M 10.00
Renatus Tactical Acquis Shs Cl A (RTAC) 0.8 $9.2M 880k 10.48
Cantor Equity Partners Iv In Shs Cl A (CEPF) 0.8 $9.1M 878k 10.40
Crane Hbr Acquisition Corp I Ord Shs Cl A (CRAN) 0.8 $9.1M 900k 10.13
New Providence Acquisition C Usd Cl A Ord Shs (NPAC) 0.8 $9.1M 875k 10.38
Dick's Sporting Goods (DKS) 0.8 $9.1M 40k 226.81
Futurecrest Acquisition Corp Cl A Ord Shs (FCRS) 0.7 $8.8M 851k 10.30
American Exceptionalism Acqu Ord Cl A (AEXA) 0.7 $8.6M 726k 11.82
Danaher Corporation (DHR) 0.7 $8.3M 44k 190.48
1rt Acquisition Corp. Usd Cl A Ord Shs (ONCH) 0.6 $7.7M 750k 10.25
Teck Resources CL B (TECK) 0.6 $7.6M 127k 59.46
Wen Acquisition Corp Com Cl A (WENN) 0.6 $7.5M 730k 10.29
M Evo Gbl Acquisition Corp I Ord Shs Cl A (MEVO) 0.6 $7.4M 750k 9.92
Spring Vy Acquisition Corp I Shs Cl A (SVAC) 0.6 $7.2M 702k 10.26
Gores Hldgs X Shs Cl A (GTEN) 0.6 $7.0M 673k 10.43
Praetorian Acquisition Corp Ord Shs Cl A (PTOR) 0.6 $7.0M 700k 9.93
Archimedes Tech Spac Partner Ord Shs (ATII) 0.5 $6.5M 605k 10.78
Hcm Iv Acquisition Corp Ord Usd Cl A 0.5 $6.2M 617k 10.03
Alussa Energy Acquisit Corp Ord Shs Cl A (ALUB) 0.5 $6.2M 614k 10.04
Beazer Homes Usa Com New (BZH) 0.5 $6.1M 217k 28.05
NVIDIA Corporation (NVDA) 0.5 $5.8M 29k 200.09
Broadcom (AVGO) 0.5 $5.7M 15k 377.75
Builders FirstSource Call Option (BLDR) 0.5 $5.6M 63k 89.48
Roku Com Cl A (ROKU) 0.5 $5.6M 41k 138.14
Texas Ventures Acquisition I Usd Cl A Ord Shs (TVA) 0.5 $5.6M 529k 10.55
Silicon Laboratories (SLAB) 0.5 $5.5M 25k 218.56
Spring Vy Acquisition Corp I Ord Shs Cl A (SVIV) 0.5 $5.4M 532k 10.18
Nike CL B Call Option (NKE) 0.5 $5.4M 132k 41.05
Artius Ii Acquisition Shs Cl A (AACB) 0.4 $5.2M 500k 10.49
Sizzle Acquisition Corp. Ii Usd Cl A Ord Shs (SZZL) 0.4 $5.2M 500k 10.36
Meshflow Acquisition Corp Usd Cl A Ord Shs (MESH) 0.4 $5.0M 500k 10.01
Colombier Acquisition Corp I Ord Shs Cl A (CLBR) 0.4 $4.8M 466k 10.25
Compass Cl A Call Option (COMP) 0.4 $4.7M 380k 12.33
Kochav Defense Acqui Shs Cl A (KCHV) 0.4 $4.7M 450k 10.37
Pyrophyte Acquisition Corp. Cl A Shs (PAII) 0.4 $4.4M 435k 10.20
Range Cap Acquisition Corp I Cl A Ord Shs (RNGT) 0.4 $4.2M 419k 10.11
Silverbox Corp V Ord Shs Cl A (SBXE) 0.3 $4.0M 400k 10.06
Newbury Str Ii Acquisition C Ord Shs Cl A (NTWO) 0.3 $3.7M 350k 10.66
UniFirst Corporation (UNF) 0.3 $3.7M 14k 264.46
Viking Acquisition Corp I Ord Cl A (VACI) 0.3 $3.6M 350k 10.22
Lightwave Acquisition Corp Usd Cl A Ord Shs (LWAC) 0.3 $3.5M 343k 10.22
Launchpad Cadenza Acqu Corp Usd Cl A Ord Shs (LPCV) 0.3 $3.5M 350k 10.00
D. Boral Arc Acq I Corp. Shs Cl A (BCAR) 0.3 $3.5M 335k 10.43
Brighthouse Finl Put Option (BHF) 0.3 $3.4M 54k 63.30
Cohen Circle Acquisit Corp I Shs Cl A (CCII) 0.3 $3.4M 329k 10.30
Spdr Series Trust St Str Sp Retail (XRT) 0.3 $3.3M 37k 87.74
Oaktree Acquisition Corp Iii Shs Cl A (OACC) 0.3 $3.2M 300k 10.70
Globalstar Com New (GSAT) 0.3 $3.0M 37k 81.29
Apex Treas Corp Ord Shs Cl A (APXT) 0.3 $3.0M 300k 10.05
Caesars Entertainment (CZR) 0.2 $2.9M 97k 30.18
Newhold Invt Corp Iii Ord Shs Cl A (NHIC) 0.2 $2.9M 267k 10.89
Hall Chadwick Acquisition Ord Shs Cl A (HCAC) 0.2 $2.8M 275k 10.04
Qiagen Nv Ord Shares (QGEN) 0.2 $2.7M 69k 39.10
Gsr Iv Acquisition Corp Cl A Shs (GSRF) 0.2 $2.5M 250k 10.15
Kpet Ultra Paceline Corp Ord Cl A 0.2 $2.5M 250k 9.98
Rre Ventures Acquisition Cor Cl A Ord Shs 0.2 $2.5M 250k 9.87
Safeguard Acquisition Corp Cl A Ord Shs (SAC) 0.2 $2.4M 242k 10.06
Rayonier Advanced Matls (RYAM) 0.2 $2.4M 307k 7.86
Comcast Corp Cl A Call Option (CMCSA) 0.2 $2.3M 95k 24.55
Cantor Equity Partners Vi In Cl A Ord Shs (CEPS) 0.2 $2.2M 214k 10.37
Space Asset Acquisition Corp Usd Cl A Ord Shs (SAAQ) 0.2 $2.0M 200k 10.20
Gores Holdings Xi Unit 06/24/2031 0.2 $2.0M 200k 10.15
Infinite Eagle Acquisition C Cl A (IEAG) 0.2 $2.0M 200k 10.12
Btc Dev Corp Ord Shs Cl A (BDCI) 0.2 $2.0M 200k 10.07
Yorkville Intl Cap Corp Unit 06/05/2031 0.2 $2.0M 200k 10.04
Texas Ventures Acquisition I Unit 06/15/2031 0.2 $2.0M 200k 10.00
Cartesian Growth Corp Iv Unit 06/08/2031 0.2 $2.0M 200k 10.00
Ch4 Natural Solutions Corp Ord Shs Cl A 0.2 $2.0M 200k 9.85
James Hardie Inds Ord Shs Call Option (JHX) 0.2 $2.0M 75k 26.18
Revolution Medicines (RVMD) 0.2 $1.8M 9.8k 187.28
Keystone Acquisition Corp Cl A 0.1 $1.8M 181k 9.86
Dynamix Corp Shs Cl A (DYNC) 0.1 $1.7M 158k 10.79
Telephone & Data Sys Com New (TDS) 0.1 $1.6M 43k 37.01
Highview Merger Corp Ord Sh Cl A (HVMC) 0.1 $1.6M 154k 10.16
Trailblazer Acquisition Corp Ord Shs Cl A (BLZR) 0.1 $1.5M 150k 10.12
Oneim Acquisition Corp Ord Shs Cl A (OIM) 0.1 $1.5M 150k 10.07
Insight Digital Partners Ii Cl A Ord (DYOR) 0.1 $1.5M 150k 10.04
Bitcoin Infrastructure Acqui Usd Cl A Ord Shs (BIXI) 0.1 $1.5M 150k 9.99
Dynamix Corp Iii Usd Cl A Ord Shs (DNMX) 0.1 $1.5M 150k 9.99
Siriusxm Holdings Common Stock Call Option (SIRI) 0.1 $1.3M 42k 29.54
Cal Redwood Acquisition Corp Com Cl A (CRAQ) 0.1 $1.0M 100k 10.30
Pioneer Acquisition I Corp Cl A Ord Shs (PACH) 0.1 $1.0M 100k 10.23
Oxley Bridge Acq Usd Cl A Ord Shs (OBA) 0.1 $1.0M 100k 10.22
General Catalyst Gbl Resil M Cl A 0.1 $1.0M 100k 10.09
American Drive Acquisition C Usd Cl A Ord Shs (ADAC) 0.1 $1.0M 100k 10.02
Vine Hill Cap Invts Corp Ii Cl A (VHCP) 0.1 $665k 67k 9.98
Spdr Series Trust St Str Sp Regbnk (KRE) 0.1 $641k 8.6k 74.85
eBay (EBAY) 0.1 $615k 5.5k 111.75
M3-brigade Acquisition Vi Ord Shs Cl A (MBVI) 0.0 $507k 50k 10.13
Tailwind 2.0 Acquisition Cor Ord Shs Cl A (TDWD) 0.0 $502k 50k 10.04
Invest Green Acquisition Cor Cl A Ord Shs (IGAC) 0.0 $501k 50k 10.01
Jena Acquisition Corp Ii Usd Cl A Ord Shs (JENA) 0.0 $481k 46k 10.36
Banco Santander Sa Adr (SAN) 0.0 $445k 32k 13.80
Real Asset Acquisition Corp *w Exp 04/24/203 0.0 $443k 123k 3.62
Irenic Acquisition Corp Ord Shs Cl A 0.0 $435k 44k 9.99
Cantor Equity Partners Vii I Cl A Ord Shs 0.0 $424k 42k 10.09
New Amer Acquisition I Corp *w Exp 99/99/999 (NWAX.WS) 0.0 $391k 652k 0.60
Perimeter Acquisition Corp I *w Exp 05/13/203 (PMTRW) 0.0 $336k 374k 0.90
Silicon Vy Acquisition Corp *w Exp 12/08/203 (SVAQW) 0.0 $302k 408k 0.74
Futurecorp Space Acquisition Unit 99/99/9999 0.0 $253k 25k 10.13
Evolution Global Acquisition *w Exp 10/22/203 (EVOXW) 0.0 $211k 500k 0.42
Berto Acquisition Corp *w Exp 05/01/203 (TACOW) 0.0 $210k 285k 0.73
Karbon Cap Partners Corp *w Exp 12/11/203 (KBONW) 0.0 $206k 275k 0.75
Renatus Tactical Acquis *w Exp 05/15/203 (RTACW) 0.0 $198k 261k 0.76
Bleichroeder Acquisiti Corp *w Exp 12/23/203 (BBCQW) 0.0 $186k 86k 2.18
Crane Hbr Acquisition Corp I Right 12/09/2030 (CRANR) 0.0 $180k 750k 0.24
Plum Acquisition Corp Iv *w Exp 08/19/202 (PLMKW) 0.0 $158k 350k 0.45
Archimedes Tech Spac Ptnrs I *w Exp 01/23/203 (ARCIW) 0.0 $156k 250k 0.63
Hcm Iii Acquisition Corp *w Exp 07/23/203 (HCMAW) 0.0 $146k 225k 0.65
M Evo Gbl Acquisition Corp I *w Exp 02/18/203 (MEVOW) 0.0 $144k 375k 0.39
Spring Vy Acquisition Corp I *w Exp 09/04/203 (SVACW) 0.0 $123k 69k 1.77
Columbus Circle Cap Corp Ii *w Exp 02/11/203 (CMIIW) 0.0 $121k 92k 1.32
Krakacquisition Corporation *w Exp 12/23/203 (KRAQW) 0.0 $121k 250k 0.48
Republic Digital Acquisition *w Exp 05/01/203 (RDAGW) 0.0 $113k 300k 0.38
Procap Acquisition Corp *w Exp 05/16/203 (PCAPW) 0.0 $103k 317k 0.33
Pyrophyte Acquisition Corp. *w Exp 07/30/203 (PAII.WS) 0.0 $100k 200k 0.50
Futurecrest Acquisition Corp *w Exp 09/30/203 (FCRS.WS) 0.0 $96k 113k 0.85
Kochav Defense Acqui Right 05/21/2030 (KCHVR) 0.0 $91k 450k 0.20
Praetorian Acquisition Corp *w Exp 01/16/203 (PTORW) 0.0 $89k 233k 0.38
Wen Acquisition Corp *w Exp 99/99/999 (WENNW) 0.0 $85k 240k 0.35
Alussa Energy Acquisit Corp *w Exp 99/99/999 (ALUB.WS) 0.0 $84k 200k 0.42
Safeguard Acquisition Corp *w Exp 99/99/999 (SAC.WS) 0.0 $69k 121k 0.57
Procap Finl *w Exp 12/05/203 (BRRWW) 0.0 $66k 301k 0.22
Space Asset Acquisition Corp *w Exp 03/31/203 (SAAQW) 0.0 $60k 67k 0.90
Spring Vy Acquisition Corp I *w Exp 01/22/203 (SVIVW) 0.0 $57k 58k 0.98
Silverbox Corp V *w Exp 09/16/203 (SBXE.WS) 0.0 $55k 133k 0.42
Range Cap Acquisition Corp I *w Exp 09/29/203 (RNGTW) 0.0 $51k 150k 0.34
Meshflow Acquisition Corp *w Exp 11/20/203 (MESHW) 0.0 $50k 167k 0.30
Apex Treas Corp *w Exp 10/07/203 (APXTW) 0.0 $49k 150k 0.33
New Providence Acquisition C *w Exp 04/24/203 (NPACW) 0.0 $47k 167k 0.28
Lightwave Acquisition Corp *w Exp 06/06/203 (LWACW) 0.0 $45k 150k 0.30
Rre Ventures Acquisition Cor *w Exp 04/22/203 0.0 $45k 83k 0.54
Launchpad Cadenza Acqu Corp *w Exp 12/15/203 (LPCVW) 0.0 $44k 117k 0.38
Colombier Acquisition Corp I *w Exp 12/31/203 (CLBR.WS) 0.0 $41k 51k 0.80
1rt Acquisition Corp. *w Exp 06/26/203 (ONCHW) 0.0 $40k 79k 0.51
Keystone Acquisition Corp *w Exp 05/28/203 0.0 $40k 91k 0.44
Infinite Eagle Acquisition C Right 01/13/2031 (IEAGR) 0.0 $39k 200k 0.20
Ch4 Natural Solutions Corp *w Exp 12/22/203 0.0 $33k 100k 0.33
Cal Redwood Acquisition Corp Right 05/15/2030 (CRAQR) 0.0 $27k 100k 0.27
Kpet Ultra Paceline Corp *w Exp 03/01/203 0.0 $25k 42k 0.60
General Catalyst Gbl Resil M *w Exp 04/13/203 0.0 $25k 25k 0.98
Bitcoin Infrastructure Acqui *w Exp 11/06/203 (BIXIW) 0.0 $24k 75k 0.32
Hcm Iv Acquisition Corp *w Exp 01/20/203 0.0 $24k 44k 0.54
Trailblazer Acquisition Corp *w Exp 09/30/203 (BLZRW) 0.0 $22k 50k 0.44
Insight Digital Partners Ii *w Exp 10/28/203 (DYORW) 0.0 $22k 75k 0.29
American Drive Acquisition C *w Exp 02/06/203 (ADACW) 0.0 $21k 33k 0.63
Dynamix Corp Iii *w Exp 10/10/203 (DNMXW) 0.0 $21k 75k 0.28
Oneim Acquisition Corp *w Exp 01/07/203 (OIMAW) 0.0 $21k 25k 0.82
Cslm Digita Asset Acq Corp I *w Exp 08/28/203 (KOYNW) 0.0 $16k 69k 0.23
Oxley Bridge Acq *w Exp 06/17/203 (OBAWW) 0.0 $11k 50k 0.22
Pioneer Acquisition I Corp *w Exp 06/16/203 (PACHW) 0.0 $11k 50k 0.22
Invest Green Acquisition Cor Right 11/17/2030 (IGACR) 0.0 $10k 50k 0.20
Irenic Acquisition Corp *w Exp 04/10/203 0.0 $9.0k 15k 0.62
M3-brigade Acquisition Vi *w Exp 08/18/203 (MBVIW) 0.0 $6.7k 17k 0.40
Tailwind 2.0 Acquisition Cor Right 11/07/2030 (TDWDR) 0.0 $6.3k 50k 0.13