account_balance
Investment manager · 13F filer · SEC CIK 1644187
Governors Lane LP
Reported value$998Mas of Jun 30, 2026
Positions184 45 new, 28 sold out
Top 10 weight34.9%NSC alone is 7%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NSCNorfolk Southn Corp
7.4%Added +2%
TXNMTXNM Energy Inc
6.1%Added +143%
WBDWarner Bros Discovery Inc
3.9%Trimmed −27%
EAElectronic Arts Inc
3.7%
SHWSherwin Williams Co
2.6%Added +12%
QRVOQorvo Inc
2.4%
RKTRocket Cos Inc
2.3%New
WDAYWorkday Inc
2.3%New
CRBGCorebridge Finl Inc
2.1%New
COFCapital One Finl Corp
2.0%Added +49%
AESAes Corp
2.0%
TSMTaiwan Semiconductor Manufac
1.8%Added +117%
NSCNorfolk Southn Corp
7.4%Added +2%
TXNMTXNM Energy Inc
6.1%Added +143%
WBD3.9%
EA3.7%
SHW2.6%QRVO2.4%
RKT2.3%WDAY2.3%CRBG2.1%COF2.0%AES2.0%TSM1.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NSC Norfolk Southn Corp 7.4% Added +2%TXNM TXNM Energy Inc 6.1% Added +143%
WBD Warner Bros Discovery Inc 3.9% Trimmed −27%
EA Electronic Arts Inc 3.7% Held
SHW Sherwin Williams Co 2.6% Added +12%QRVO Qorvo Inc 2.4% Held
RKT Rocket Cos Inc 2.3% NewWDAY Workday Inc 2.3% NewCRBG Corebridge Finl Inc 2.1% NewCOF Capital One Finl Corp 2.0% Added +49%AES Aes Corp 2.0% HeldTSM Taiwan Semiconductor Manufac 1.8% Added +117%What changed