13F Insight
DOSSIER · 13F-HR · Q2 2026

Governors Lane LP

$1.2B in tracked AUM across 203 positions as of Q2 2026.

GL
CIK 0001644187 · last filed Jun 30, 2026
Total AUM
$1.2B
as of Q2 2026
Holdings
203
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Governors Lane LP filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NSC
NORFOLK SOUTHN CORP
$74M235K6.2%02
WBD
WARNER BROS DISCOVERY INC
$68M2.6M5.7%03
TXNM
TXNM ENERGY INC
$61M1.1M5.1%04
MU
MICRON TECHNOLOGY INC
$51M44K4.2%05
EA
ELECTRONIC ARTS INC
$37M182K3.1%06
CRBG
COREBRIDGE FINL INC
$31M1.1M2.6%07
N07059210
ASML HLDG NV
$30M15K2.5%08
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$29M61K2.4%09
SHW
SHERWIN WILLIAMS CO
$26M76K2.2%10
QRVO
QORVO INC
$24M255K2.0%

Filing history

2026Q2Jun 30
$1.2B▼ 23.5%
203 positionsView →2026Q1Mar 31
$1.6B▼ 7.3%
190 positionsView →2025Q4Dec 31
$1.7B▲ 179.4%
171 positionsView →2025Q3Sep 30
$604M▼ 45.4%
112 positionsView →2025Q2Jun 30
$1.1B▲ 25.9%
119 positionsLocked2025Q1Mar 31
$879M▼ 31.5%
58 positionsLocked2024Q4Dec 31
$1.3B▼ 0.9%
60 positionsLocked2024Q3Sep 30
$1.3B▲ 8.5%
54 positionsLocked2024Q2Jun 30
$1.2B▲ 1.4%
52 positionsLocked2024Q1Mar 31
$1.2B▼ 40.8%
57 positionsLocked2023Q4Dec 31
$2.0B▲ 216.8%
106 positionsLocked2023Q3Sep 30
$627M▼ 13.7%
47 positionsLocked
Showing 12 of 43