Filed: 8/14/2026ACC: 0001644187-26-000003
📋 What this filing means
GOVERNORS LANE LP filed this quarterly 13F‑HR report disclosing 194 equity positions with a total reported market value of $1.20B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
194
Positions
$1.20B
Total AUM (reported)
65.82M
Total Shares
Allocation by class
COM$508.33M42.5%
ORD SHS CL A$97.96M8.2%
USD CL A ORD SHS$82.24M6.9%
CL A$75.46M6.3%
COM SER A$68.45M5.7%
SHS CL A$65.20M5.4%
COM CL A$49.17M4.1%
Portfolio Concentration
Top 3$203.61M17.0%
4–10$228.63M19.1%
11–25$251.12M21.0%
Rest$513.82M42.9%
Top 3 weight
17.0%
Top 10 weight
36.1%
Voting Authority Distribution
Total shares with voting rights: 65.82M
Sole
Full voting authority
65.82M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole194
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings194
Rows:
NORFOLK SOUTHN CORP
SOLEShares234.84K
TypeSH
Market value$73.88M
6.17%
Sole
234.84K
Shared
0.00
None
0.00
WARNER BROS DISCOVERY INC
SOLEShares2.57M
TypeSH
Market value$68.45M
5.72%
Sole
2.57M
Shared
0.00
None
0.00
TXNM ENERGY INC
SOLEShares1.08M
TypeSH
Market value$61.28M
5.12%
Sole
1.08M
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares44K
TypeSH
Market value$50.79M
4.24%
Sole
44K
Shared
0.00
None
0.00
ELECTRONIC ARTS INC
SOLEShares182.44K
TypeSH
Market value$37.41M
3.12%
Sole
182.44K
Shared
0.00
None
0.00
COREBRIDGE FINL INC
SOLEShares1.08M
TypeSH
Market value$31.01M
2.59%
Sole
1.08M
Shared
0.00
None
0.00
ASML HLDG NV
SOLEShares15.27K
TypeSH
Market value$30.38M
2.54%
Sole
15.27K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares60.87K
TypeSH
Market value$29.07M
2.43%
Sole
60.87K
Shared
0.00
None
0.00
SHERWIN WILLIAMS CO
SOLEShares76.09K
TypeSH
Market value$26.20M
2.19%
Sole
76.09K
Shared
0.00
None
0.00
QORVO INC
SOLEShares254.98K
TypeSH
Market value$23.78M
1.99%
Sole
254.98K
Shared
0.00
None
0.00
ROCKET COS INC
SOLEShares1.48M
TypeSH
Market value$23.37M
1.95%
Sole
1.48M
Shared
0.00
None
0.00
WORKDAY INC
SOLEShares186.93K
TypeSH
Market value$22.88M
1.91%
Sole
186.93K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares95.48K
TypeSH
Market value$22.76M
1.90%
Sole
95.48K
Shared
0.00
None
0.00
CAPITAL ONE FINL CORP
SOLEShares99.74K
TypeSH
Market value$20.01M
1.67%
Sole
99.74K
Shared
0.00
None
0.00
AES CORP
SOLEShares1.33M
TypeSH
Market value$19.53M
1.63%
Sole
1.33M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares34.27K
TypeSH
Market value$19.30M
1.61%
Sole
34.27K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares125K
TypeSH
Market value$17.45M
1.46%
Sole
125K
Shared
0.00
None
0.00
BLEICHROEDER ACQUISITI CORP
SOLEShares1.40M
TypeSH
Market value$14.45M
1.21%
Sole
1.40M
Shared
0.00
None
0.00
BERTO ACQUISITION CORP
SOLEShares1.35M
TypeSH
Market value$14.16M
1.18%
Sole
1.35M
Shared
0.00
None
0.00
NEW AMER ACQUISITION I CORP
SOLEShares1.37M
TypeSH
Market value$13.91M
1.16%
Sole
1.37M
Shared
0.00
None
0.00
BERTO ACQUISITION CORP II
SOLEShares1.35M
TypeSH
Market value$13.66M
1.14%
Sole
1.35M
Shared
0.00
None
0.00
TWO HARBORS INVENTMENT CORPO
SOLEShares1.07M
TypeSH
Market value$13.31M
1.11%
Sole
1.07M
Shared
0.00
None
0.00
FERRARI N V
SOLEShares34.31K
TypeSH
Market value$12.77M
1.07%
Sole
34.31K
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL INC
SOLEShares150.88K
TypeSH
Market value$11.83M
0.99%
Sole
150.88K
Shared
0.00
None
0.00
FIFTH ERA ACQUISITION CORP I
SOLEShares1.12M
TypeSH
Market value$11.72M
0.98%
Sole
1.12M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NORFOLK SOUTHN CORPSOLE | COM | 234.84K | SH | $73.88M 6.17% | 234.84K | 0.00 | 0.00 |
WARNER BROS DISCOVERY INCSOLE | COM SER A | 2.57M | SH | $68.45M 5.72% | 2.57M | 0.00 | 0.00 |
TXNM ENERGY INCSOLE | COM | 1.08M | SH | $61.28M 5.12% | 1.08M | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 44K | SH | $50.79M 4.24% | 44K | 0.00 | 0.00 |
ELECTRONIC ARTS INCSOLE | COM | 182.44K | SH | $37.41M 3.12% | 182.44K | 0.00 | 0.00 |
COREBRIDGE FINL INCSOLE | COM | 1.08M | SH | $31.01M 2.59% | 1.08M | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 15.27K | SH | $30.38M 2.54% | 15.27K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 60.87K | SH | $29.07M 2.43% | 60.87K | 0.00 | 0.00 |
SHERWIN WILLIAMS COSOLE | COM | 76.09K | SH | $26.20M 2.19% | 76.09K | 0.00 | 0.00 |
QORVO INCSOLE | COM | 254.98K | SH | $23.78M 1.99% | 254.98K | 0.00 | 0.00 |
ROCKET COS INCSOLE | COM CL A | 1.48M | SH | $23.37M 1.95% | 1.48M | 0.00 | 0.00 |
WORKDAY INCSOLE | CL A | 186.93K | SH | $22.88M 1.91% | 186.93K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 95.48K | SH | $22.76M 1.90% | 95.48K | 0.00 | 0.00 |
CAPITAL ONE FINL CORPSOLE | COM | 99.74K | SH | $20.01M 1.67% | 99.74K | 0.00 | 0.00 |
AES CORPSOLE | COM | 1.33M | SH | $19.53M 1.63% | 1.33M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 34.27K | SH | $19.30M 1.61% | 34.27K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 125K | SH | $17.45M 1.46% | 125K | 0.00 | 0.00 |
BLEICHROEDER ACQUISITI CORPSOLE | USD CL A ORD SHS | 1.40M | SH | $14.45M 1.21% | 1.40M | 0.00 | 0.00 |
BERTO ACQUISITION CORPSOLE | ORD SHS | 1.35M | SH | $14.16M 1.18% | 1.35M | 0.00 | 0.00 |
NEW AMER ACQUISITION I CORPSOLE | COM SHS CL A | 1.37M | SH | $13.91M 1.16% | 1.37M | 0.00 | 0.00 |
BERTO ACQUISITION CORP IISOLE | UNIT 03/06/2031 | 1.35M | SH | $13.66M 1.14% | 1.35M | 0.00 | 0.00 |
TWO HARBORS INVENTMENT CORPOSOLE | COM | 1.07M | SH | $13.31M 1.11% | 1.07M | 0.00 | 0.00 |
FERRARI N VSOLE | COM | 34.31K | SH | $12.77M 1.07% | 34.31K | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 150.88K | SH | $11.83M 0.99% | 150.88K | 0.00 | 0.00 |
FIFTH ERA ACQUISITION CORP ISOLE | ORD SHS CL A | 1.12M | SH | $11.72M 0.98% | 1.12M | 0.00 | 0.00 |
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