Skip to content

13F-HR filed by Governors Lane LP

Governors Lane LP filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 203 holding rows worth $1,197,171,434.

Accession
0001644187-26-000003
Filed
2026-08-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 203 entries on the cover page, a total value of $1,197,171,434 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,197,171,434 with VALUE read as dollars as filed, 13F file number 028-17260. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
NORFOLK SOUTHN CORP COM655844108Stock234,843$73,879,259dollars as filed
TXNM ENERGY INC COM69349H107Stock1,079,170$61,275,273dollars as filed
Micron Technology,Inc.595112103COM44,000$50,788,760dollars as filedput
WARNER BROS DISCOVERY INC COM SER A934423104Stock1,457,766$38,864,042dollars as filed
ELECTRONIC ARTS INC COM285512109Stock182,445$37,408,523dollars as filed
SHERWIN WILLIAMS CO824348106COM76,087$26,198,276dollars as filed
QORVO INC COM74736K101Stock254,976$23,781,612dollars as filed
ROCKET COS INC77311W101COM CL A1,483,818$23,370,134dollars as filed
WORKDAY INC CL A98138H101Stock186,926$22,883,481dollars as filed
WARNER BROS DISCOVERY INC COM SER A934423104Stock809,800$21,589,268dollars as filedput
COREBRIDGE FINL INC COM21871X109Stock722,000$20,670,860dollars as filed
CAPITAL ONE FINL CORP14040H105COM99,742$20,010,240dollars as filed
AES CORP COM00130H105Stock1,331,984$19,526,885dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK9,500$18,899,680dollars as filedcall
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS36,869$17,607,528dollars as filed
Intel Corp458140100COM125,000$17,453,750dollars as filedput
BLEICHROEDER ACQUISITI CORPG1170E104USD CL A ORD SHS1,400,000$14,448,000dollars as filed
BERTO ACQUISITION CORPG1051H101ORD SHS1,350,000$14,161,500dollars as filed
NEW AMER ACQUISITION I CORP023634108COM SHS CL A1,370,684$13,912,443dollars as filed
BERTO ACQUISITION CORP IIG1051M126UNIT 03/06/20311,350,000$13,662,000dollars as filed
TWO HBRS INVT CORP90187B804COM1,072,123$13,305,046dollars as filed
FERRARI N VN3167Y103COM34,314$12,774,759dollars as filed
SOMNIGROUP INTERNATIONAL INC COM88023U101Stock150,885$11,829,384dollars as filed
Amazon.com, Inc023135106COM49,483$11,793,778dollars as filed
FIFTH ERA ACQUISITION CORP IG3415K101ORD SHS CL A1,124,952$11,722,000dollars as filed
META PLATFORMS INC CL A30303M102COM20,765$11,696,717dollars as filed
PERIMETER ACQUISITION CORP IG7010A129COM CL A1,116,900$11,638,098dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK5,770$11,479,069dollars as filed
ARCHIMEDES TECH SPAC PTNRS IG0453R105ORD SHS1,146,610$11,477,566dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS24,000$11,461,680dollars as filedcall
UNIVERSAL DISPLAY CORP91347P105COM131,172$11,358,183dollars as filed
KARBON CAP PARTNERS CORPG5225W100ORD SHS CL A1,100,000$11,110,000dollars as filed
Amazon.com, Inc023135106COM46,000$10,963,640dollars as filedcall
PROCAP ACQUISITION CORPG7257A105SHS CL A1,063,797$10,935,833dollars as filed
BOLD EAGLE ACQUISITION CORPG2003N105CL A1,000,000$10,680,000dollars as filed
EVOLUTION GLOBAL ACQUISITIONG3226F101USD CL A ORD SHS1,039,500$10,415,790dollars as filed
HCM III ACQUISITION CORPG4365E103ORD SHS CL A1,009,055$10,373,085dollars as filed
COREBRIDGE FINL INC COM21871X109Stock361,000$10,335,430dollars as filedput
REPUBLIC DIGITAL ACQUISITIONG7515A103USD CL A ORD SHS997,199$10,291,094dollars as filed
SILICON VY ACQUISITION CORPG81306121CL A999,979$10,089,788dollars as filed
Microsoft Corp594918104COM27,000$10,071,540dollars as filedcall
CANTOR EQUITY PARTNERS V INCG1828S109SHS CL A S971,570$10,019,316dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock91,148$10,005,316dollars as filed
KRAKACQUISITION CORPORATIONG5315G106CL A ORD SHS1,000,000$10,000,000dollars as filed
RENATUS TACTICAL ACQUISG7490F101SHS CL A879,582$9,218,019dollars as filed
CANTOR EQUITY PARTNERS IV ING1828E100SHS CL A877,821$9,129,338dollars as filed
CRANE HBR ACQUISITION CORP IG25014104ORD SHS CL A900,100$9,118,013dollars as filed
NEW PROVIDENCE ACQUISITION CG6476A102USD CL A ORD SHS874,820$9,081,331dollars as filed
DICKS SPORTING GOODS INC COM253393102Stock39,947$9,060,379dollars as filed
FUTURECREST ACQUISITION CORPG3730U107CL A ORD SHS850,701$8,762,220dollars as filed
AMERICAN EXCEPTIONALISM ACQUG0273J101ORD CL A725,990$8,581,202dollars as filed
Danaher Corporation235851102COM43,534$8,292,356dollars as filed
WARNER BROS DISCOVERY INC COM SER A934423104Stock300,000$7,998,000dollars as filedcall
1RT ACQUISITION CORP.G6757R105USD CL A ORD SHS750,000$7,687,500dollars as filed
META PLATFORMS INC CL A30303M102COM13,500$7,604,415dollars as filedcall
TECK RESOURCES LTD CL B878742204Stock127,151$7,560,398dollars as filed
WEN ACQUISITION CORPG9R39C103COM CL A730,000$7,511,700dollars as filed
M EVO GBL ACQUISITION CORP IG6071J102ORD SHS CL A750,000$7,440,000dollars as filed
SPRING VY ACQUISITION CORP IG8377R101SHS CL A701,526$7,197,657dollars as filed
GORES HLDGS X INCG4002F109SHS CL A672,658$7,015,823dollars as filed
PRAETORIAN ACQUISITION CORPG7S17G103ORD SHS CL A700,000$6,951,000dollars as filed
ARCHIMEDES TECH SPAC PARTNERG04537109ORD SHS604,857$6,520,358dollars as filed
HCM IV ACQUISITION CORPG4365S102ORD USD CL A616,587$6,184,368dollars as filed
ALUSSA ENERGY ACQUISIT CORPG0233J100ORD SHS CL A613,500$6,159,540dollars as filed
BEAZER HOMES USA INC07556Q881COMMON STOCK217,362$6,097,004dollars as filed
NVIDIA Corp67066G104COM28,800$5,762,592dollars as filed
Broadcom Inc.11135F101COM15,100$5,704,025dollars as filed
BUILDERS FIRSTSOURCE INC COM12008R107Stock63,000$5,637,240dollars as filedcall
ROKU INC COM CL A77543R102Stock40,700$5,622,298dollars as filed
TEXAS VENTURES ACQUISITION IG8772L105USD CL A ORD SHS529,000$5,580,950dollars as filed
SILICON LABORATORIES INC COM826919102Stock25,311$5,531,972dollars as filed
SPRING VY ACQUISITION CORP IG8377G105ORD SHS CL A531,499$5,410,660dollars as filed
NIKE,Inc. Class B654106103COM131,500$5,398,075dollars as filedcall
CANTOR EQUITY PARTNERS II ING1827P106CL A ORD SHS400,000$5,368,000dollars as filedcall
ARTIUS II ACQUISITION INCG0509J115SHS CL A500,000$5,245,000dollars as filed
SIZZLE ACQUISITION CORP. IIG8193F109USD CL A ORD SHS500,000$5,180,000dollars as filed
CANTOR EQUITY PARTNERS II ING1827P106CL A ORD SHS380,000$5,099,600dollars as filed
MESHFLOW ACQUISITION CORPG6032N101USD CL A ORD SHS500,000$5,005,000dollars as filed
COLOMBIER ACQUISITION CORP IG2284A103ORD SHS CL A466,269$4,779,257dollars as filed
COMPASS INC20464U100CL A380,000$4,685,400dollars as filedcall
KOCHAV DEFENSE ACQUI COG5304D106SHS CL A450,000$4,666,500dollars as filed
PYROPHYTE ACQUISITION CORP.G7309T102CL A SHS435,274$4,439,795dollars as filed
RANGE CAP ACQUISITION CORP IG7375J103CL A ORD SHS418,870$4,234,776dollars as filed
SILVERBOX CORP VG8148S107ORD SHS CL A400,000$4,024,000dollars as filed
NEWBURY STR II ACQUISITION CG6439S109ORD SHS CL A350,000$3,732,750dollars as filed
UNIFIRST CORP MASS904708104COM14,055$3,716,985dollars as filed
VIKING ACQUISITION CORP IG9582G104ORD CL A350,000$3,577,000dollars as filed
LIGHTWAVE ACQUISITION CORPG5490M100USD CL A ORD SHS342,966$3,505,113dollars as filed
LAUNCHPAD CADENZA ACQU CORPG6001S107USD CL A ORD SHS350,000$3,500,000dollars as filed
D. BORAL ARC ACQ I CORP.G2616F101SHS CL A335,069$3,494,770dollars as filed
BRIGHTHOUSE FINL INC10922N103COM53,800$3,405,540dollars as filedput
COHEN CIRCLE ACQUISIT CORP IG2254C121SHS CL A329,018$3,388,885dollars as filed
STATE STREET SPDR ETF S&P RETAIL78464A714ETF37,228$3,266,385dollars as filed
OAKTREE ACQUISITION CORP IIIG6717R104SHS CL A300,000$3,210,000dollars as filed
GLOBALSTAR INC378973507COMMON STOCK37,100$3,015,859dollars as filed
APEX TREAS CORPG04104108ORD SHS CL A300,000$3,015,000dollars as filed
CAESARS ENTERTAINMENT INC NE12769G100COM96,800$2,921,424dollars as filed
NEWHOLD INVT CORP IIIG6486E102ORD SHS CL A266,793$2,905,376dollars as filed
HALL CHADWICK ACQUISITION COG42386105ORD SHS CL A275,000$2,761,000dollars as filed
QIAGEN NV ORD SHARESN72482156Stock68,720$2,686,952dollars as filed
GSR IV ACQUISITION CORPG4R12K107CL A SHS250,000$2,537,500dollars as filed
KPET ULTRA PACELINE CORPG53157106ORD CL A250,000$2,495,000dollars as filed
RRE VENTURES ACQUISITION CORG770AL103CL A ORD SHS250,000$2,467,500dollars as filed
SAFEGUARD ACQUISITION CORPG77676107CL A ORD SHS241,649$2,430,989dollars as filed
RAYONIER ADVANCED MATLS INC75508B104COM306,700$2,410,662dollars as filed
Comcast Corp20030N101COM95,000$2,332,250dollars as filedcall
CANTOR EQUITY PARTNERS VI ING1828R101CL A ORD SHS213,936$2,218,516dollars as filed
SPACE ASSET ACQUISITION CORPG8375S101USD CL A ORD SHS200,000$2,040,000dollars as filed
GORES HOLDINGS XI INCG40008123UNIT 06/24/2031200,000$2,030,000dollars as filed
INFINITE EAGLE ACQUISITION CG4802J103CL A200,000$2,024,000dollars as filed
BTC DEV CORPG0701G109ORD SHS CL A200,000$2,014,000dollars as filed
YORKVILLE INTL CAP CORPG98665121UNIT 06/05/2031200,000$2,008,000dollars as filed
TEXAS VENTURES ACQUISITION IG8773A116UNIT 06/15/2031200,000$2,000,000dollars as filed
CARTESIAN GROWTH CORP IVG19316127UNIT 06/08/2031200,000$2,000,000dollars as filed
CH4 NATURAL SOLUTIONS CORPG2104X101ORD SHS CL A200,000$1,970,000dollars as filed
JAMES HARDIE INDS PLC ORD SHSG4253H101Stock75,000$1,963,500dollars as filedcall
KEYSTONE ACQUISITION CORPG52539106CL A181,383$1,788,436dollars as filed
DYNAMIX CORPG2949D104SHS CL A157,500$1,699,425dollars as filed
REVOLUTION MEDICINES INC COM76155X100Stock9,000$1,685,520dollars as filedcall
TELEPHONE & DATA SYS INC879433829COM NEW43,386$1,605,716dollars as filed
HIGHVIEW MERGER CORPG4569C101ORD SH CL A153,935$1,563,980dollars as filed
TRAILBLAZER ACQUISITION CORPG9009S103ORD SHS CL A150,000$1,518,000dollars as filed
ONEIM ACQUISITION CORPG6S74K106ORD SHS CL A150,000$1,510,500dollars as filed
INSIGHT DIGITAL PARTNERS IIG4814G105CL A ORD150,000$1,506,000dollars as filed
BITCOIN INFRASTRUCTURE ACQUIG1143H101USD CL A ORD SHS150,000$1,499,250dollars as filed
DYNAMIX CORP IIIG2949T109USD CL A ORD SHS150,000$1,498,500dollars as filed
SIRIUSXM HOLDINGS INC829933100COMMON STOCK42,400$1,252,496dollars as filedcall
CAL REDWOOD ACQUISITION CORPG17564108COM CL A100,000$1,030,000dollars as filed
PIONEER ACQUISITION I CORPG7117W107CL A ORD SHS100,000$1,023,000dollars as filed
OXLEY BRIDGE ACQ LTDG6858G107USD CL A ORD SHS100,000$1,022,000dollars as filed
GENERAL CATALYST GBL RESIL MG3793T104CL A100,298$1,012,007dollars as filed
AMERICAN DRIVE ACQUISITION CG0R91M105USD CL A ORD SHS100,000$1,002,000dollars as filed
VINE HILL CAP INVTS CORP IIG9709D109CL A66,618$664,848dollars as filed
SPDR SERIES TRUST78464A698ST STR SP REGBNK8,566$641,165dollars as filed
EBAY INC. COM278642103Stock5,500$614,625dollars as filed
M3-BRIGADE ACQUISITION VI COG63221108ORD SHS CL A50,000$506,500dollars as filed
TAILWIND 2.0 ACQUISITION CORG8662J111ORD SHS CL A50,000$502,000dollars as filed
INVEST GREEN ACQUISITION CORG4924G102CL A ORD SHS50,000$500,500dollars as filed
JENA ACQUISITION CORP IIG5093B105USD CL A ORD SHS46,395$480,652dollars as filed
BANCO SANTANDER SA ADR05964H105ADR32,260$445,188dollars as filed
REAL ASSET ACQUISITION CORPG73944111*W EXP 04/24/203122,450$443,269dollars as filed
IRENIC ACQUISITION CORPG4939F107ORD SHS CL A43,573$435,294dollars as filed
CANTOR EQUITY PARTNERS VII IG1828W100CL A ORD SHS41,997$423,750dollars as filed
NEW AMER ACQUISITION I CORP023634116W EXP 99/99/999652,318$391,391dollars as filed
Perimeter Acquisition Corp I W Exp 05/13/203G7010A111SPACS Warrant373,679$336,311dollars as filed
SILICON VY ACQUISITION CORPG81306113*W EXP 12/08/203408,029$301,941dollars as filed
Futurecorp Space Acquisition Unit 99/99/9999G37307124Unit25,000$253,250dollars as filed
EVOLUTION GLOBAL ACQUISITIONG3226F119*W EXP 10/22/203500,000$211,250dollars as filed
BERTO ACQUISITION CORPG1051H119W EXP 05/01/203285,006$209,479dollars as filed
KARBON CAP PARTNERS CORPG5225W118W EXP 12/11/203275,000$206,250dollars as filed
Renatus Tactical Acquis W Exp 05/15/203G7490F127SPACS Warrant260,475$197,961dollars as filed
BLEICHROEDER ACQUISITI CORPG1170E112*W EXP 12/23/20385,475$186,336dollars as filed
CRANE HBR ACQUISITION CORP IG25014112RIGHT 12/09/2030750,000$180,000dollars as filed
Plum Acquisition Corp Iv W Exp 08/19/202G7134A120SPACS Warrant350,000$157,500dollars as filed
ARCHIMEDES TECH SPAC PTNRS IG0453R113*W EXP 01/23/203250,000$156,375dollars as filed
REVOLUTION MEDICINES INC COM76155X100Stock818$153,195dollars as filed
HCM III ACQUISITION CORPG4365E111*W EXP 07/23/203225,229$146,399dollars as filed
M EVO GBL ACQUISITION CORP IG6071J110*W EXP 02/18/203375,000$144,375dollars as filed
SPRING VY ACQUISITION CORP IG8377R119*W EXP 09/04/20369,244$122,908dollars as filed
COLUMBUS CIRCLE CAP CORP IIG2296M129*W EXP 02/11/20391,999$121,439dollars as filed
KRAKACQUISITION CORPORATIONG5315G114W EXP 12/23/203250,000$121,250dollars as filed
REPUBLIC DIGITAL ACQUISITIONG7515A129W EXP 05/01/203300,000$112,530dollars as filed
PROCAP ACQUISITION CORPG7257A121*W EXP 05/16/203316,967$103,046dollars as filed
PYROPHYTE ACQUISITION CORP.G7309T110W EXP 07/30/203200,000$100,000dollars as filed
FUTURECREST ACQUISITION CORPG3730U115*W EXP 09/30/203112,498$95,623dollars as filed
KOCHAV DEFENSE ACQUI COG5304D114RIGHT 05/21/2030450,000$90,900dollars as filed
PRAETORIAN ACQUISITION CORPG7S17G129*W EXP 01/16/203233,333$88,667dollars as filed
WEN ACQUISITION CORPG9R39C111*W EXP 99/99/999239,531$84,866dollars as filed
ALUSSA ENERGY ACQUISIT CORPG0233J118W EXP 99/99/999199,999$84,020dollars as filed
SAFEGUARD ACQUISITION CORPG77676115*W EXP 99/99/999120,824$68,870dollars as filed
PROCAP FINL INC74277P113*W EXP 12/05/203300,800$66,176dollars as filed
SPACE ASSET ACQUISITION CORPG8375S119*W EXP 03/31/20366,666$59,999dollars as filed
SPRING VY ACQUISITION CORP IG8377G113*W EXP 01/22/20357,874$56,491dollars as filed
SILVERBOX CORP VG8148S115W EXP 09/16/203133,333$55,400dollars as filed
RANGE CAP ACQUISITION CORP IG7375J111*W EXP 09/29/203150,000$51,000dollars as filed
MESHFLOW ACQUISITION CORPG6032N119*W EXP 11/20/203166,666$50,000dollars as filed
APEX TREAS CORPG04104124*W EXP 10/07/203150,000$48,765dollars as filed
NEW PROVIDENCE ACQUISITION CG6476A110*W EXP 04/24/203166,666$46,666dollars as filed
LIGHTWAVE ACQUISITION CORPG5490M126*W EXP 06/06/203150,000$45,405dollars as filed
RRE VENTURES ACQUISITION CORG770AL129*W EXP 04/22/20383,333$44,791dollars as filed
LAUNCHPAD CADENZA ACQU CORPG6001S115*W EXP 12/15/203116,666$43,750dollars as filed
COLOMBIER ACQUISITION CORP IG2284A111*W EXP 12/31/20351,316$41,053dollars as filed
1RT ACQUISITION CORP.G6757R113*W EXP 06/26/20378,927$40,174dollars as filed
KEYSTONE ACQUISITION CORPG52539122*W EXP 05/28/20390,691$39,895dollars as filed
INFINITE EAGLE ACQUISITION CG4802J111RIGHT 01/13/2031200,000$39,020dollars as filed
CH4 NATURAL SOLUTIONS CORPG2104X119W EXP 12/22/203100,000$33,000dollars as filed
CAL REDWOOD ACQUISITION CORPG17564116RIGHT 05/15/2030100,000$27,400dollars as filed
KPET ULTRA PACELINE CORPG53157114W EXP 03/01/20341,666$25,020dollars as filed
GENERAL CATALYST GBL RESIL MG3793T120W EXP 04/13/20325,074$24,573dollars as filed
BITCOIN INFRASTRUCTURE ACQUIG1143H119*W EXP 11/06/20375,000$23,730dollars as filed
HCM IV ACQUISITION CORPG4365S110*W EXP 01/20/20343,750$23,625dollars as filed
TRAILBLAZER ACQUISITION CORPG9009S111*W EXP 09/30/20349,999$22,025dollars as filed
INSIGHT DIGITAL PARTNERS IIG4814G113*W EXP 10/28/20375,000$21,750dollars as filed
AMERICAN DRIVE ACQUISITION CG0R91M113*W EXP 02/06/20333,333$21,000dollars as filed
DYNAMIX CORP IIIG2949T117*W EXP 10/10/20375,000$20,640dollars as filed
ONEIM ACQUISITION CORPG6S74K114W EXP 01/07/20325,000$20,625dollars as filed
CSLM DIGITA ASSET ACQ CORP IG2584S119W EXP 08/28/20368,453$15,573dollars as filed
OXLEY BRIDGE ACQ LTDG6858G115*W EXP 06/17/20350,000$11,080dollars as filed
PIONEER ACQUISITION I CORPG7117W115*W EXP 06/16/20350,000$10,785dollars as filed
INVEST GREEN ACQUISITION CORG4924G110RIGHT 11/17/203050,000$10,005dollars as filed
IRENIC ACQUISITION CORPG4939F123W EXP 04/10/20314,524$9,008dollars as filed
M3-BRIGADE ACQUISITION VI COG63221116*W EXP 08/18/20316,648$6,659dollars as filed
TAILWIND 2.0 ACQUISITION CORG8662J129RIGHT 11/07/203050,000$6,255dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001644187-26-000003this filing2026-08-14acceptance time not in the bulk data set