Governors Lane LP
13F filer · CIK 1644187 · New York, NY
Summary
Governors Lane LP reported $1.20B across 203 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are NSC (6.2%), TXNM (5.1%), WBD (3.2%). Versus 2026 Q1, leaving options aside, it opened 45 new positions, added to 28, trimmed 12 and sold out of 28.
Reported value$1.20B
Positions203incl. options
Report period2026 Q2
FiledAug 14, 2026
New positions45
Added28
Trimmed12
Sold out28
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 6.2%Value $73.88MPrice $313.05Shares 235K +2.40%Since Jun 30 -0.49%
Weight 5.1%Value $61.28MPrice $58.27Shares 1.08M +142.83%Since Jun 30 +2.62%
Weight 3.2%Value $38.86MPrice $30.90Shares 1.46M -27.17%Since Jun 30 +15.90%
Weight 3.1%Value $37.41MPrice $209.70Shares 182K +0.02%Since Jun 30 +2.27%
Weight 2.2%Value $26.20MPrice $332.79Shares 76K +12.32%Since Jun 30 -3.35%
Weight 2.0%Value $23.78MPrice $116.30Shares 255KSince Jun 30 +24.69%
Weight 2.0%Value $23.37MPrice $11.64Shares 1.48MSince Jun 30 -26.10%
Weight 1.9%Value $22.88MPrice $188.60Shares 187KSince Jun 30 +54.06%
Weight 1.7%Value $20.67MPrice $33.78Shares 722KSince Jun 30 +17.99%
Weight 1.7%Value $20.01MPrice $196.46Shares 100K +48.89%Since Jun 30 -2.07%
Weight 1.6%Value $19.53MPrice $14.86Shares 1.33MSince Jun 30 +1.36%
Weight 1.5%Value $17.61MPrice $452.88Shares 37K +117.07%Since Jun 30 -5.17%
Weight 1.2%Value $14.45MPrice $9.79Shares 1.40MSince Jun 30 -5.14%
Weight 1.2%Value $14.16MPrice $10.45Shares 1.35MSince Jun 30 -0.33%
Weight 1.2%Value $13.91MPrice $10.07Shares 1.37M +5.06%Since Jun 30 -0.74%
BERTO ACQUISITION CORP IINo ticker matchNew
Weight 1.1%Value $13.66MShares 1.35M
Weight 1.1%Value $13.31MPrice $12.18Shares 1.07M +225.38%Since Jun 30 -1.85%
Weight 1.1%Value $12.77MPrice $398.00Shares 34KSince Jun 30 +6.91%
Weight 1.0%Value $11.83MPrice $62.28Shares 151KSince Jun 30 -20.56%
Weight 1.0%Value $11.79MPrice $246.67Shares 49K +78.00%Since Jun 30 +3.50%
Weight 1.0%Value $11.72MPrice $10.53Shares 1.12MSince Jun 30 +1.06%
Weight 1.0%Value $11.70MPrice $715.62Shares 21K +5.25%Since Jun 30 +27.04%
Weight 1.0%Value $11.64MPrice $10.42Shares 1.12MSince Jun 30 +0.00%
Weight 1.0%Value $11.48MPrice $1834Shares 5,770 -34.42%Since Jun 30 -7.79%
Weight 1.0%Value $11.48MPrice $10.10Shares 1.15M +14.66%Since Jun 30 +0.90%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 6.2% | $73.88M | -0.49% | +2.40% | Add | |
| 5.1% | $61.28M | +2.62% | +142.83% | Add | |
| 3.2% | $38.86M | +15.90% | -27.17% | Trim | |
| 3.1% | $37.41M | +2.27% | +0.02% | Add | |
| 2.2% | $26.20M | -3.35% | +12.32% | Add | |
| 2.0% | $23.78M | +24.69% | — | Hold | |
| 2.0% | $23.37M | -26.10% | — | New | |
| 1.9% | $22.88M | +54.06% | — | New | |
| 1.7% | $20.67M | +17.99% | — | New | |
| 1.7% | $20.01M | -2.07% | +48.89% | Add | |
| 1.6% | $19.53M | +1.36% | — | Hold | |
| 1.5% | $17.61M | -5.17% | +117.07% | Add | |
| 1.2% | $14.45M | -5.14% | — | New | |
| 1.2% | $14.16M | -0.33% | — | New | |
| 1.2% | $13.91M | -0.74% | +5.06% | Add | |
| BERTO ACQUISITION CORP IINo ticker match | 1.1% | $13.66M | — | — | New |
| 1.1% | $13.31M | -1.85% | +225.38% | Add | |
| 1.1% | $12.77M | +6.91% | — | New | |
| 1.0% | $11.83M | -20.56% | — | New | |
| 1.0% | $11.79M | +3.50% | +78.00% | Add | |
| 1.0% | $11.72M | +1.06% | — | Hold | |
| 1.0% | $11.70M | +27.04% | +5.25% | Add | |
| 1.0% | $11.64M | +0.00% | — | Hold | |
| 1.0% | $11.48M | -7.79% | -34.42% | Trim | |
| 1.0% | $11.48M | +0.90% | +14.66% | Add |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Options
Notional value, listed apart from stocks · top 10 of 19
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.