Institutional Fund
Governors Lane LP
New York, NYCIK 16441875 filings on record
Portfolio Value
$801.50M
Q1 2026
Holdings
167
Reported positions
New Buys
62
Opened this quarter
QoQ Change
-25.8%
from $1.08B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Norfolk Southn Corp8.2%
- Warner Bros Discovery Inc6.9%
- Electronic Arts Inc4.6%
- Janus Henderson Group PLC3.4%
- Txnm Energy Inc3.2%
- Sherwin Williams Co2.7%
- Other70.9%
Portfolio Holdings
167 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Norfolk Southn Corp | 229.3K | $65.82M | 8.2% | +32.0K | Added |
| 2 | Warner Bros Discovery Inc | 2.00M | $54.96M | 6.9% | −255.4K | Reduced |
| 3 | Electronic Arts Inc | 182.4K | $37.19M | 4.6% | −51.6K | Reduced |
| 4 | Janus Henderson Group PLC | 532.5K | $27.36M | 3.4% | +407.5K | Added |
| 5 | Txnm Energy Inc | 444.4K | $25.98M | 3.2% | −457.1K | Reduced |
| 6 | Sherwin Williams Co | 67.7K | $21.72M | 2.7% | +67.7K | New |
| 7 | Qorvo Inc | 255.0K | $19.74M | 2.5% | +99.8K | Added |
| 8 | Aes Corp | 1.33M | $18.77M | 2.3% | +817.2K | Added |
| 9 | Hologic Inc | 176.0K | $13.30M | 1.7% | −78.0K | Reduced |
| 10 | New Amer Acquisition I Corp | 1.30M | $13.06M | 1.6% | +1.30M | New |
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