Governors Lane LP

NEW YORK, NY · CIK 1644187 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2015 · limited partnership

Assets managed$1.8bn
Staff20 · 13 in investment roles
Main clients (by assets)Private funds 100%
Private funds1 (1 hedge) · $1.8bn gross assets
Websitegovlane.com
Form ADV · 2026-03-31SEC adviser record

Legal entityGOVERNORS LANE LP (US)

Kindhedge funds, futures
Others nearbyNew York, NY

As an employer

Offices in1 country
Private fundshedge 1

US visa salary filings

Filings FY20242
Median salary offered$200,000
Middle half$175,000 – $225,000
Job titles2
E-3 (Australians)1

Job title	Filings	Median	Range
Head Of Data EngineeringNew York, NY	1	$250,000
Investment ProfessionalLos Angeles, CA	1	$150,000	$150,000 – $225,000

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: Governors Lane LP.

$998.3m reported value +24.6% vs Q1 2026

184positions

34.9%in top 10

45 new 28 added 12 reduced 28 sold out vs Q1 2026

Options: 14 call positions ($95.3m notional), 5 put positions ($103.6m notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NORFOLK SOUTHN CORP COM NSC	NSC	234,843	$73.9m7.40%	7.40%	Added +5.5k	+5,509 2.4%
2	TXNM ENERGY INC COM TXNM	TXNM	1,079,170	$61.3m6.14%	6.14%	Added +634.8k	+634,756 142.8%
3	WARNER BROS DISCOVERY INC COM SER A WBD	WBD	1,457,766	$38.9m3.89%	3.89%	Reduced -543.7k	-543,744 -27.2%
4	ELECTRONIC ARTS INC COM EA	EA	182,445	$37.4m3.75%	3.75%	Added +43	+43 0.0%
5	SHERWIN WILLIAMS CO COM SHW	SHW	76,087	$26.2m2.62%	2.62%	Added +8.3k	+8,343 12.3%
6	QORVO INC COM QRVO	QRVO	254,976	$23.8m2.38%	2.38%	Unchanged
7	ROCKET COS INC COM CL A RKT	RKT	1,483,818	$23.4m2.34%	2.34%	New
8	WORKDAY INC CL A WDAY	WDAY	186,926	$22.9m2.29%	2.29%	New
9	COREBRIDGE FINL INC COM CRBG	CRBG	722,000	$20.7m2.07%	2.07%	New
10	CAPITAL ONE FINL CORP COM COF	COF	99,742	$20.0m2.00%	2.00%	Added +32.8k	+32,751 48.9%
11	AES CORP COM AES	AES	1,331,984	$19.5m1.96%	1.96%	Unchanged
12	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	36,869	$17.6m1.76%	1.76%	Added +19.9k	+19,884 117.1%
13	BLEICHROEDER ACQUISITI CORP USD CL A ORD SHS USD CL A ORD SHS		1,400,000	$14.4m1.45%	1.45%	New
14	BERTO ACQUISITION CORP ORD SHS TACO	TACO	1,350,000	$14.2m1.42%	1.42%	New
15	NEW AMER ACQUISITION I CORP COM SHS CL A NWAX	NWAX	1,370,684	$13.9m1.39%	1.39%	Added +66.0k	+66,047 5.1%
16	BERTO ACQUISITION CORP II UNIT 03/06/2031 GUACU	GUACU	1,350,000	$13.7m1.37%	1.37%	New
17	TWO HBRS INVT CORP COM COM		1,072,123	$13.3m1.33%	1.33%	Added +742.6k	+742,623 225.4%
18	FERRARI N V COM RACE	RACE	34,314	$12.8m1.28%	1.28%	New
19	SOMNIGROUP INTERNATIONAL INC COM SGI	SGI	150,885	$11.8m1.18%	1.18%	New
20	AMAZON COM INC COM AMZN	AMZN	49,483	$11.8m1.18%	1.18%	Added +21.7k	+21,683 78.0%
21	FIFTH ERA ACQUISITION CORP I ORD SHS CL A FERA	FERA	1,124,952	$11.7m1.17%	1.17%	Unchanged
22	META PLATFORMS INC CL A META	META	20,765	$11.7m1.17%	1.17%	Added +1.0k	+1,035 5.2%
23	PERIMETER ACQUISITION CORP I COM CL A PMTR	PMTR	1,116,900	$11.6m1.17%	1.17%	Unchanged
24	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	5,770	$11.5m1.15%	1.15%	Reduced -3.0k	-3,028 -34.4%
25	ARCHIMEDES TECH SPAC PTNRS I ORD SHS ARCI	ARCI	1,146,610	$11.5m1.15%	1.15%	Added +146.6k	+146,610 14.7%
26	UNIVERSAL DISPLAY CORP COM OLED	OLED	131,172	$11.4m1.14%	1.14%	New
27	KARBON CAP PARTNERS CORP ORD SHS CL A KBON	KBON	1,100,000	$11.1m1.11%	1.11%	Unchanged
28	PROCAP ACQUISITION CORP SHS CL A PCAP	PCAP	1,063,797	$10.9m1.10%	1.10%	Unchanged
29	BOLD EAGLE ACQUISITION CORP CL A BEAG	BEAG	1,000,000	$10.7m1.07%	1.07%	Added +398.8k	+398,785 66.3%
30	EVOLUTION GLOBAL ACQUISITION USD CL A ORD SHS EVOX	EVOX	1,039,500	$10.4m1.04%	1.04%	Unchanged
31	HCM III ACQUISITION CORP ORD SHS CL A HCMA	HCMA	1,009,055	$10.4m1.04%	1.04%	Unchanged
32	REPUBLIC DIGITAL ACQUISITION USD CL A ORD SHS RDAG	RDAG	997,199	$10.3m1.03%	1.03%	Unchanged
33	SILICON VY ACQUISITION CORP CL A SVAQ	SVAQ	999,979	$10.1m1.01%	1.01%	Reduced -21	-21 0.0%
34	CANTOR EQUITY PARTNERS V INC SHS CL A S CEPV	CEPV	971,570	$10.0m1.00%	1.00%	Unchanged
35	KIMBERLY-CLARK CORP COM KMB	KMB	91,148	$10.0m1.00%	1.00%	Added +80.3k	+80,335 743.0%
36	KRAKACQUISITION CORPORATION CL A ORD SHS KRAQ	KRAQ	1,000,000	$10.0m1.00%	1.00%	Unchanged
37	RENATUS TACTICAL ACQUIS SHS CL A RTAC	RTAC	879,582	$9.2m0.92%	0.92%	Unchanged
38	CANTOR EQUITY PARTNERS IV IN SHS CL A CEPF	CEPF	877,821	$9.1m0.91%	0.91%	Unchanged
39	CRANE HBR ACQUISITION CORP I ORD SHS CL A CRAN	CRAN	900,100	$9.1m0.91%	0.91%	Added +100	+100 0.0%
40	NEW PROVIDENCE ACQUISITION C USD CL A ORD SHS NPAC	NPAC	874,820	$9.1m0.91%	0.91%	Unchanged
41	DICKS SPORTING GOODS INC COM DKS	DKS	39,947	$9.1m0.91%	0.91%	Added +10.1k	+10,147 34.0%
42	FUTURECREST ACQUISITION CORP CL A ORD SHS FCRS	FCRS	850,701	$8.8m0.88%	0.88%	Added +701	+701 0.1%
43	AMERICAN EXCEPTIONALISM ACQU ORD CL A AEXA	AEXA	725,990	$8.6m0.86%	0.86%	Reduced -95.0k	-95,000 -11.6%
44	DANAHER CORPORATION COM DHR	DHR	43,534	$8.3m0.83%	0.83%	New
45	1RT ACQUISITION CORP. USD CL A ORD SHS ONCH	ONCH	750,000	$7.7m0.77%	0.77%	Unchanged
46	TECK RESOURCES LTD CL B TECK	TECK	127,151	$7.6m0.76%	0.76%	Unchanged
47	WEN ACQUISITION CORP COM CL A WENN	WENN	730,000	$7.5m0.75%	0.75%	Unchanged
48	M EVO GBL ACQUISITION CORP I ORD SHS CL A MEVO	MEVO	750,000	$7.4m0.75%	0.75%	Unchanged
49	SPRING VY ACQUISITION CORP I SHS CL A GFUZ	GFUZ	701,526	$7.2m0.72%	0.72%	Unchanged
50	GORES HLDGS X INC SHS CL A GTEN	GTEN	672,658	$7.0m0.70%	0.70%	Unchanged
51	PRAETORIAN ACQUISITION CORP ORD SHS CL A PTOR	PTOR	700,000	$7.0m0.70%	0.70%	Unchanged
52	ARCHIMEDES TECH SPAC PARTNER ORD SHS ORD SHS		604,857	$6.5m0.65%	0.65%	Reduced -154.7k	-154,699 -20.4%
53	HCM IV ACQUISITION CORP ORD USD CL A HACQ	HACQ	616,587	$6.2m0.62%	0.62%	New
54	ALUSSA ENERGY ACQUISIT CORP ORD SHS CL A ALUB	ALUB	613,500	$6.2m0.62%	0.62%	Unchanged
55	BEAZER HOMES USA INC COM NEW BZH	BZH	217,362	$6.1m0.61%	0.61%	New
56	NVIDIA CORPORATION COM NVDA	NVDA	28,800	$5.8m0.58%	0.58%	New
57	BROADCOM INC COM AVGO	AVGO	15,100	$5.7m0.57%	0.57%	New
58	ROKU INC COM CL A ROKU	ROKU	40,700	$5.6m0.56%	0.56%	New
59	TEXAS VENTURES ACQUISITION I USD CL A ORD SHS TVA	TVA	529,000	$5.6m0.56%	0.56%	Added +82.9k	+82,942 18.6%
60	SILICON LABORATORIES INC COM SLAB	SLAB	25,311	$5.5m0.55%	0.55%	Unchanged
61	SPRING VY ACQUISITION CORP I ORD SHS CL A SVIV	SVIV	531,499	$5.4m0.54%	0.54%	Added +300.0k	+300,000 129.6%
62	ARTIUS II ACQUISITION INC SHS CL A SHS CL A		500,000	$5.2m0.53%	0.53%	Added +250.0k	+250,000 100.0%
63	SIZZLE ACQUISITION CORP. II USD CL A ORD SHS SZZL	SZZL	500,000	$5.2m0.52%	0.52%	Unchanged
64	CANTOR EQUITY PARTNERS II IN CL A ORD SHS CL A ORD SHS		380,000	$5.1m0.51%	0.51%	Reduced -681.3k	-681,282 -64.2%
65	MESHFLOW ACQUISITION CORP USD CL A ORD SHS MESH	MESH	500,000	$5.0m0.50%	0.50%	Unchanged
66	COLOMBIER ACQUISITION CORP I ORD SHS CL A CLBR	CLBR	466,269	$4.8m0.48%	0.48%	Added +55.7k	+55,737 13.6%
67	KOCHAV DEFENSE ACQUI CO SHS CL A KCHV	KCHV	450,000	$4.7m0.47%	0.47%	Unchanged
68	PYROPHYTE ACQUISITION CORP. CL A SHS PAII	PAII	435,274	$4.4m0.44%	0.44%	Unchanged
69	RANGE CAP ACQUISITION CORP I CL A ORD SHS RNGT	RNGT	418,870	$4.2m0.42%	0.42%	Unchanged
70	SILVERBOX CORP V ORD SHS CL A SBXE	SBXE	400,000	$4.0m0.40%	0.40%	Unchanged
71	NEWBURY STR II ACQUISITION C ORD SHS CL A NTWO	NTWO	350,000	$3.7m0.37%	0.37%	Unchanged
72	UNIFIRST CORP MASS COM UNF	UNF	14,055	$3.7m0.37%	0.37%	Unchanged
73	VIKING ACQUISITION CORP I ORD CL A NSTR	NSTR	350,000	$3.6m0.36%	0.36%	New
74	LIGHTWAVE ACQUISITION CORP USD CL A ORD SHS LWAC	LWAC	342,966	$3.5m0.35%	0.35%	Unchanged
75	LAUNCHPAD CADENZA ACQU CORP USD CL A ORD SHS LPCV	LPCV	350,000	$3.5m0.35%	0.35%	Unchanged
76	D. BORAL ARC ACQ I CORP. SHS CL A SHS CL A		335,069	$3.5m0.35%	0.35%	Reduced -64.9k	-64,931 -16.2%
77	COHEN CIRCLE ACQUISIT CORP I SHS CL A CCII	CCII	329,018	$3.4m0.34%	0.34%	Unchanged
78	SPDR SER TR S&P RETAIL ETF XRT	XRT	37,228	$3.3m0.33%	0.33%	New
79	OAKTREE ACQUISITION CORP III SHS CL A OACC	OACC	300,000	$3.2m0.32%	0.32%	Unchanged
80	GLOBALSTAR INC COM NEW GSAT	GSAT	37,100	$3.0m0.30%	0.30%	New
81	APEX TREAS CORP ORD SHS CL A APXT	APXT	300,000	$3.0m0.30%	0.30%	Unchanged
82	CAESARS ENTERTAINMENT INC NE COM CZR	CZR	96,800	$2.9m0.29%	0.29%	New
83	NEWHOLD INVT CORP III ORD SHS CL A ORD SHS CL A		266,793	$2.9m0.29%	0.29%	Added +12.6k	+12,603 5.0%
84	HALL CHADWICK ACQUISITION CO ORD SHS CL A HCAC	HCAC	275,000	$2.8m0.28%	0.28%	Added +100.0k	+100,000 57.1%
85	QIAGEN NV ORD SHARES QGEN	QGEN	68,720	$2.7m0.27%	0.27%	Added +13.7k	+13,698 24.9%
86	GSR IV ACQUISITION CORP CL A SHS GSRF	GSRF	250,000	$2.5m0.25%	0.25%	Unchanged
87	KPET ULTRA PACELINE CORP ORD CL A KPET	KPET	250,000	$2.5m0.25%	0.25%	New
88	RRE VENTURES ACQUISITION COR CL A ORD SHS RREV	RREV	250,000	$2.5m0.25%	0.25%	New
89	SAFEGUARD ACQUISITION CORP CL A ORD SHS SAC	SAC	241,649	$2.4m0.24%	0.24%	Unchanged
90	RAYONIER ADVANCED MATLS INC COM RYAM	RYAM	306,700	$2.4m0.24%	0.24%	New
91	CANTOR EQUITY PARTNERS VI IN CL A ORD SHS CEPS	CEPS	213,936	$2.2m0.22%	0.22%	Added +113.9k	+113,936 113.9%
92	SPACE ASSET ACQUISITION CORP USD CL A ORD SHS SAAQ	SAAQ	200,000	$2.0m0.20%	0.20%	Unchanged
93	GORES HOLDINGS XI INC UNIT 06/24/2031 GHXIU	GHXIU	200,000	$2.0m0.20%	0.20%	New
94	INFINITE EAGLE ACQUISITION C CL A IEAG	IEAG	200,000	$2.0m0.20%	0.20%	New
95	BTC DEV CORP ORD SHS CL A BDCI	BDCI	200,000	$2.0m0.20%	0.20%	Unchanged
96	YORKVILLE INTL CAP CORP UNIT 06/05/2031 YICCU	YICCU	200,000	$2.0m0.20%	0.20%	New
97	CARTESIAN GROWTH CORP IV UNIT 06/08/2031 CGCFU	CGCFU	200,000	$2.0m0.20%	0.20%	New
98	TEXAS VENTURES ACQUISITION I UNIT 06/15/2031 TVIVU	TVIVU	200,000	$2.0m0.20%	0.20%	New
99	CH4 NATURAL SOLUTIONS CORP ORD SHS CL A MTNE	MTNE	200,000	$2.0m0.20%	0.20%	New
100	KEYSTONE ACQUISITION CORP CL A KEYY	KEYY	181,383	$1.8m0.18%	0.18%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
JANUS HENDERSON GROUP PLC		532,530	$27.4m532.5k shares
HOLOGIC INC HOLX	HOLX	175,964	$13.3m176.0k shares
NIKE INC NKE	NKE	215,000	$11.4m215.0k shares
INVESCO LTD IVZ	IVZ	427,500	$10.4m427.5k shares
ECHOSTAR CORP ECHO	ECHO	85,700	$10.0m85.7k shares
ALLY FINL INC ALLY	ALLY	239,233	$9.4m239.2k shares
CSG SYS INTL INC		72,540	$5.8m72.5k shares
PVH CORPORATION PVH	PVH	44,100	$3.1m44.1k shares
CHURCHILL CAP CORP XI CCXI	CCXI	300,000	$3.0m300.0k shares
AXIOM INTELLIGENCE AC CORP 1 AXIN	AXIN	300,000	$3.0m300.0k shares
COLUMBUS CIRCLE CAP CORP II IPXG	IPXG	300,000	$2.9m300.0k shares
CLEAR CHANNEL OUTDOOR HLDGS CCO	CCO	1,203,000	$2.9m1.2m shares
PAYPAL HLDGS INC PYPL	PYPL	61,960	$2.8m62.0k shares
INVESCO EXCHANGE TRADED FD T RSP	RSP	14,178	$2.7m14.2k shares
RANGE CAP ACQUISITION CORP RANG	RANG	250,000	$2.6m250.0k shares
DRUGS MADE IN AMER ACQUTN CO DMAA	DMAA	250,000	$2.6m250.0k shares
KPET ULTRA PACELINE CORP KPET.U	KPET.U	250,000	$2.5m250.0k shares
TRANSLATIONAL DEV ACQUISITIO TDAC	TDAC	204,229	$2.2m204.2k shares
INFINITE EAGLE ACQUISITION C IEAGU	IEAGU	200,000	$2.0m200.0k shares
HCM IV ACQUISITION CORP HACQU	HACQU	175,000	$1.8m175.0k shares
CENTURION ACQUISITION CORP ALF	ALF	70,125	$754.5k70.1k shares
OVINTIV INC OVV	OVV	10,574	$627.7k10.6k shares
ARCHIMEDES TECH SPAC PARTNER		197,403	$100.7k197.4k shares
SIZZLE ACQUISITION CORP. II SZZLR	SZZLR	500,000	$87.5k500.0k shares
AXIOM INTELLIGENCE AC CORP 1 AXINR	AXINR	300,000	$51.0k300.0k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
MICRON TECHNOLOGY INC MU · Put	MU	Put	44,000	$50.8m44.0k shares	New
WARNER BROS DISCOVERY INC WBD · Put	WBD	Put	809,800	$21.6m809.8k shares	Added
ASML HOLDING N V ASML · Call	ASML	Call	9,500	$18.9m9.5k shares	Reduced
INTEL CORP INTC · Put	INTC	Put	125,000	$17.5m125.0k shares	New
TAIWAN SEMICONDUCTOR MFG LTD TSM · Call	TSM	Call	24,000	$11.5m24.0k shares	Reduced
AMAZON COM INC AMZN · Call	AMZN	Call	46,000	$11.0m46.0k shares	Reduced
COREBRIDGE FINL INC CRBG · Put	CRBG	Put	361,000	$10.3m361.0k shares	New
MICROSOFT CORP MSFT · Call	MSFT	Call	27,000	$10.1m27.0k shares	New
WARNER BROS DISCOVERY INC WBD · Call	WBD	Call	300,000	$8.0m300.0k shares	Added
META PLATFORMS INC META · Call	META	Call	13,500	$7.6m13.5k shares	Reduced
BUILDERS FIRSTSOURCE INC BLDR · Call	BLDR	Call	63,000	$5.6m63.0k shares	Reduced
NIKE INC NKE · Call	NKE	Call	131,500	$5.4m131.5k shares	Added
CANTOR EQUITY PARTNERS II IN Call		Call	400,000	$5.4m400.0k shares	New
COMPASS INC COMP · Call	COMP	Call	380,000	$4.7m380.0k shares	New
BRIGHTHOUSE FINL INC BHF · Put	BHF	Put	53,800	$3.4m53.8k shares	Added
COMCAST CORP NEW CMCSA · Call	CMCSA	Call	95,000	$2.3m95.0k shares	Unchanged
JAMES HARDIE INDS PLC JHX · Call	JHX	Call	75,000	$2.0m75.0k shares	New
REVOLUTION MEDICINES INC RVMD · Call	RVMD	Call	9,000	$1.7m9.0k shares	New
SIRIUSXM HOLDINGS INC SIRI · Call	SIRI	Call	42,400	$1.3m42.4k shares	New