Fund Holdings — Governors Lane LP

Total Portfolio Value
$801.50M
Total Bought
$260.86M
Total Sold
$541.84M
Net Transaction
-$280.98M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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SHERWIN WILLIAMS CO(SHW)067,744+67,744021,7152.71%+21,715
JANUS HENDERSON GROUP PLC125,000532,530+407,5305,94627,3563.41%+21,410
NEW AMER ACQUISITION I CORP01,304,637+1,304,637013,0591.63%+13,059
CAPITAL ONE FINL CORP(COF)066,991+66,991012,2211.52%+12,221
AES CORP(AES)514,7601,331,984+817,2247,38218,7682.34%+11,386
META PLATFORMS INC(META)019,730+19,730011,2881.41%+11,288
KARBON CAP PARTNERS CORP
ORD SHS CL A
01,100,000+1,100,000011,0661.38%+11,066
SILICON VY ACQUISITION CORP
CL A
01,000,000+1,000,00009,8901.23%+9,890
KRAKACQUISITION CORPORATION(KRAQ)01,000,000+1,000,00009,8601.23%+9,860
ARCHIMEDES TECH SPAC PTNRS I
ORD SHS
01,000,000+1,000,00009,8501.23%+9,850
CRANE HBR ACQUISITION CORP I
ORD SHS CL A
0900,000+900,00008,9191.11%+8,919
NORFOLK SOUTHN CORP(NSC)197,303229,334+32,03156,96565,8198.21%+8,854
M EVO GBL ACQUISITION CORP I
ORD SHS CL A
0750,000+750,00007,3880.92%+7,388
PRAETORIAN ACQUISITION CORP(PTOR)0700,000+700,00006,8600.86%+6,860
QORVO INC(QRVO)155,180254,976+99,79613,11419,7352.46%+6,621
ALUSSA ENERGY ACQUISIT CORP
ORD SHS CL A
0613,500+613,50006,1230.76%+6,123
DICKS SPORTING GOODS INC(DKS)029,800+29,80005,9090.74%+5,909
SILICON LABORATORIES INC(SLAB)025,311+25,31105,2680.66%+5,268
MESHFLOW ACQUISITION CORP(MESH)0500,000+500,00004,9450.62%+4,945
COLOMBIER ACQUISITION CORP I
ORD SHS CL A
0410,532+410,53204,1300.52%+4,130
D. BORAL ARC ACQ I CORP.
SHS CL A
0400,000+400,00004,0480.51%+4,048
SILVERBOX CORP V(SBXE)0400,000+400,00003,9900.50%+3,990
TWO HARBORS INVENTMENT CORPO(TWO)0329,500+329,50003,7630.47%+3,763
LAUNCHPAD CADENZA ACQU CORP
USD CL A ORD SHS
0350,000+350,00003,4650.43%+3,465
PVH CORPORATION(PVH)044,100+44,10003,0760.38%+3,076
CHURCHILL CAP CORP XI
CL A ORD SHS
0300,000+300,00003,0480.38%+3,048
COLUMBUS CIRCLE CAP CORP II
USD CL A ORD SHS
0300,000+300,00002,9490.37%+2,949
CLEAR CHANNEL OUTDOOR HLDGS(CCO)01,203,000+1,203,00002,8510.36%+2,851
PAYPAL HLDGS INC(PYPL)061,960+61,96002,8020.35%+2,802
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
014,178+14,17802,7210.34%+2,721
KPET ULTRA PACELINE CORP(KPET)0250,000+250,00002,5000.31%+2,500
SAFEGUARD ACQUISITION CORP(SAC)0241,649+241,64902,4120.30%+2,412
SPRING VY ACQUISITION CORP I
ORD SHS CL A
0231,499+231,49902,2880.29%+2,288
1RT ACQUISITION CORP.(ONCH)522,663750,000+227,3375,3317,6130.95%+2,281
QIAGEN NV(QGEN)055,022+55,02202,2030.27%+2,203
SPRING VY ACQUISITION CORP I
SHS CL A
500,779701,526+200,7475,0887,1280.89%+2,040
INFINITE EAGLE ACQUISITION C
UNIT 01/13/2031
0200,000+200,00002,0300.25%+2,030
SPACE ASSET ACQUISITION CORP(SAAQ)0200,000+200,00001,9920.25%+1,992
HCM IV ACQUISITION CORP(HACQ)0175,000+175,00001,7550.22%+1,755
HALL CHADWICK ACQUISITION CO(HCAC)0175,000+175,00001,7380.22%+1,738
INVESCO LTD(IVZ)330,929427,500+96,5718,69410,3841.30%+1,690
ONEIM ACQUISITION CORP(OIM)0150,000+150,00001,4940.19%+1,494
SPDR SERIES TRUST
ST STR SP REGBNK
022,066+22,06601,4380.18%+1,438
CANTOR EQUITY PARTNERS VI IN
CL A ORD SHS
0100,000+100,00001,0100.13%+1,010
AMERICAN DRIVE ACQUISITION C
USD CL A ORD SHS
0100,000+100,00009900.12%+990
OVINTIV INC(OVV)010,574+10,57406280.08%+628
UNIFIRST CORP MASS(UNF)15,10014,055-1,0452,9133,5360.44%+623
TECK RESOURCES LTD(TECK)127,151127,15106,0896,5800.82%+491
BANCO SANTANDER SA(SAN)032,260+32,26003640.05%+364
NEW AMER ACQUISITION I CORP0652,318+652,31803260.04%+326
REAL ASSET ACQUISITION CORP303,350303,35001444030.05%+259
NEW PROVIDENCE ACQUISITION C
USD CL A ORD SHS
850,000874,820+24,8208,7218,9761.12%+255
CSG SYS INTL INC72,54072,54005,5635,7990.72%+236
PYROPHYTE ACQUISITION CORP.
CL A SHS
416,789435,274+18,4854,1934,4030.55%+210
KRAKACQUISITION CORPORATION(KRAQ)0250,000+250,00001500.02%+150
SILICON VY ACQUISITION CORP
*W EXP 12/08/203
0500,000+500,00001420.02%+142
ARCHIMEDES TECH SPAC PTNRS I
*W EXP 01/23/203
0250,000+250,00001340.02%+134
CRANE HBR ACQUISITION CORP I
RIGHT 12/09/2030
0750,000+750,00001310.02%+131
HCM III ACQUISITION CORP(HCMA)1,000,0001,009,055+9,05510,04010,1711.27%+131
M EVO GBL ACQUISITION CORP I
*W EXP 02/18/203
0375,000+375,00001270.02%+127
KARBON CAP PARTNERS CORP
*W EXP 12/11/203
0275,000+275,00001270.02%+127
EVOLUTION GLOBAL ACQUISITION(EVOX)1,039,5001,039,500010,26010,3691.29%+109
REPUBLIC DIGITAL ACQUISITION(RDAG)997,199997,199010,09710,2011.27%+105
PRAETORIAN ACQUISITION CORP(PTOR)0233,333+233,3330750.01%+75
ALUSSA ENERGY ACQUISIT CORP
*W EXP 99/99/999
0199,999+199,9990720.01%+72
ARCHIMEDES TECH SPAC PARTNER
ORD SHS
758,617759,556+9397,8597,9260.99%+67
PROCAP ACQUISITION CORP(PCAP)1,063,7971,063,797010,77610,8401.35%+64
SIZZLE ACQUISITION CORP. II(SZZL)500,000500,00005,0805,1400.64%+60
WEN ACQUISITION CORP(WENN)730,000730,00007,3737,4310.93%+58
PLUM ACQUISITION CORP IV(PLMK)350,000350,00001051570.02%+52
SPACE ASSET ACQUISITION CORP(SAAQ)066,666+66,6660520.01%+52
MESHFLOW ACQUISITION CORP(MESH)0166,666+166,6660500.01%+50
KOCHAV DEFENSE ACQUI CO
SHS CL A
450,000450,00004,5634,6130.58%+50
SILVERBOX CORP V(SBXE)0133,333+133,3330460.01%+46
SAFEGUARD ACQUISITION CORP(SAC)0120,824+120,8240440.01%+44
LIGHTWAVE ACQUISITION CORP(LWAC)342,966342,96603,4433,4860.43%+43
SPRING VY ACQUISITION CORP I
*W EXP 01/22/203
057,874+57,8740420.01%+42
COLOMBIER ACQUISITION CORP I
*W EXP 12/31/203
051,316+51,3160410.01%+41
HALL CHADWICK ACQUISITION CO(HCAC)0175,000+175,0000400.01%+40
NEWBURY STR II ACQUISITION C
ORD SHS CL A
350,000350,00003,6513,6860.46%+35
COLUMBUS CIRCLE CAP CORP II
*W EXP 02/11/203
099,999+99,9990350.00%+35
FIFTH ERA ACQUISITION CORP I(FERA)1,124,9521,124,952011,57611,6101.45%+34
DRUGS MADE IN AMER ACQUTN CO
ORD SHS
250,000250,00002,5942,6240.33%+30
LAUNCHPAD CADENZA ACQU CORP
*W EXP 12/15/203
0116,666+116,6660250.00%+25
CHURCHILL CAP CORP XI
*W EXP 12/10/203
030,000+30,0000230.00%+23
RANGE CAP ACQUISITION CORP
ORD SHS
250,000250,00002,6092,6310.33%+23
TRANSLATIONAL DEV ACQUISITIO
COM CL A
204,229204,22902,1392,1610.27%+21
AXIOM INTELLIGENCE AC CORP 1
ORD SHS CL A
300,000300,00003,0183,0390.38%+21
ONEIM ACQUISITION CORP(OIM)025,000+25,0000180.00%+18
BLEICHROEDER ACQUISITI CORP
*W EXP 12/23/203
016,666+16,6660160.00%+16
APEX TREAS CORP
ORD SHS CL A
300,000300,00002,9672,9820.37%+15
RANGE CAP ACQUISITION CORP I
CL A ORD SHS
418,870418,87004,1764,1890.52%+13
GSR IV ACQUISITION CORP(GSRF)250,000250,00002,4982,5090.31%+11
BITCOIN INFRASTRUCTURE ACQUI
USD CL A ORD SHS
150,000150,00001,4781,4880.19%+11
AMERICAN DRIVE ACQUISITION C
*W EXP 02/06/203
033,333+33,3330100.00%+10
ARTIUS II ACQUISITION INC(AACB)250,000250,00002,5752,5850.32%+10
PIONEER ACQUISITION I CORP(PACH)100,000100,00001,0051,0150.13%+10
WEN ACQUISITION CORP(WENN)239,531239,531074830.01%+8
CENTURION ACQUISITION CORP(ALF)70,12570,12507477550.09%+8
HIGHVIEW MERGER CORP(HVMC)153,935153,93501,5391,5470.19%+8
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