Governors Lane LP — 13F holdings

Governors Lane LP reported 203 holdings worth $1.20B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. NSC NORFOLK SOUTHN CORP — $73.9M (6.2%)
2. WBD WARNER BROS DISCOVERY INC — $68.5M (5.7%)
3. TXNM TXNM ENERGY INC — $61.3M (5.1%)
4. MU MICRON TECHNOLOGY INC — $50.8M (4.2%)
5. EA ELECTRONIC ARTS INC — $37.4M (3.1%)
6. CRBG COREBRIDGE FINL INC — $31.0M (2.6%)
7. ASML ASML HOLDING N V — $30.4M (2.5%)
8. TSM TAIWAN SEMICONDUCTOR MFG LTD — $29.1M (2.4%)
9. SHW SHERWIN WILLIAMS CO — $26.2M (2.2%)
10. QRVO QORVO INC — $23.8M (2.0%)