Governors Lane LP: 13F holdings
CIK 16441872026Q2
| Positions | 194 |
|---|
| Reported value | $1.2bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 194 (+14 vs prior quarter) |
|---|
| Reported value | $1.2bn (-23.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NSC NORFOLK SOUTHN CORP | 234,843 | $73.9m | 6.2% |
| TXNM TXNM ENERGY INC | 1,079,170 | $61.3m | 5.1% |
| WARNER BROS DISCOVERY INC | 1,457,766 | $38.9m | 3.2% |
| EA ELECTRONIC ARTS INC | 182,445 | $37.4m | 3.1% |
| SHW SHERWIN WILLIAMS CO | 76,087 | $26.2m | 2.2% |
| QORVO INC | 254,976 | $23.8m | 2.0% |
| RKT ROCKET COS INC | 1,483,818 | $23.4m | 2.0% |
| WDAY WORKDAY INC | 186,926 | $22.9m | 1.9% |
| CRBG COREBRIDGE FINL INC | 722,000 | $20.7m | 1.7% |
| COF CAPITAL ONE FINL CORP | 99,742 | $20.0m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1644187")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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