Governors Lane LP
CIK 1644187
13F filing for Q2 2026・No. 2,290
- Holdings
- US$1.2B
- Quarter change
- −US$366.86M
- Entries
- 203
- Net bought (estimate)
- +US$164.05M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 45
- Sold out 28
- Cut 11
- Added 29
- Corporate actions 0
- Unchanged 99
Largest holdings
184 stocks worth US$998.28M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NORFOLK SOUTHN CORPCOM | Added | 234,843 | US$73.88M | 7.40% |
| TXNMTXNM ENERGY INCCOM | Added | 1,079,170 | US$61.28M | 6.14% |
| WBDWARNER BROS DISCOVERY INCCOM SER A | Cut | 1,457,766 | US$38.86M | 3.89% |
| EAELECTRONIC ARTS INCCOM | Added | 182,445 | US$37.41M | 3.75% |
| SHWSHERWIN WILLIAMS COCOM | Added | 76,087 | US$26.2M | 2.62% |
| QRVOQORVO INCCOM | Unchanged | 254,976 | US$23.78M | 2.38% |
| RKTROCKET COS INCCOM CL A | New | 1,483,818 | US$23.37M | 2.34% |
| WDAYWORKDAY INCCL A | New | 186,926 | US$22.88M | 2.29% |
| CRBGCOREBRIDGE FINL INCCOM | New | 722,000 | US$20.67M | 2.07% |
| COFCAPITAL ONE FINL CORPCOM | Added | 99,742 | US$20.01M | 2.00% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.