13F HOLDINGS REPORT
Governors Lane LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001644187-26-000001
Total Value
$1.69B
Positions
171
Other Managers
0
Confidential Omitted
No
Holdings (171)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 480,000 | $130.5M | 7.74% |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 400,000 | $121.6M | 7.21% |
| 3 | ASML HOLDING N V | ASMLF | 72,000 | $77.0M | 4.57% |
| 4 | WARNER BROS DISCOVERY INC | WBD | 2,256,926 | $65.0M | 3.86% |
| 5 | AMAZON COM INC | AMZN | 269,000 | $62.1M | 3.68% |
| 6 | NORFOLK SOUTHN CORP | 655844108 | 197,303 | $57.0M | 3.38% |
| 7 | TXNM ENERGY INC | TXNM | 901,464 | $53.1M | 3.15% |
| 8 | ELECTRONIC ARTS INC | EA | 234,018 | $47.8M | 2.83% |
| 9 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 118,793 | $36.1M | 2.14% |
| 10 | AMAZON COM INC | AMZN | 154,973 | $35.8M | 2.12% |
| 11 | WARNER BROS DISCOVERY INC | WBD | 1,220,500 | $35.2M | 2.09% |
| 12 | BANK AMERICA CORP | 060505104 | 594,965 | $32.7M | 1.94% |
| 13 | INTEL CORP | INTC | 860,000 | $31.7M | 1.88% |
| 14 | VENTAS INC | VTR | 384,596 | $29.8M | 1.76% |
| 15 | APPLIED MATLS INC | 038222105 | 115,000 | $29.6M | 1.75% |
| 16 | SANDISK CORP | SNDK | 111,000 | $26.3M | 1.56% |
| 17 | COREBRIDGE FINL INC | 21871X109 | 800,000 | $24.1M | 1.43% |
| 18 | COREBRIDGE FINL INC | 21871X109 | 800,000 | $24.1M | 1.43% |
| 19 | KKR & CO INC | KKRT | 186,636 | $23.8M | 1.41% |
| 20 | ECHOSTAR CORP | SATS | 197,118 | $21.4M | 1.27% |
| 21 | ALLY FINL INC | 02005N100 | 459,482 | $20.8M | 1.23% |
| 22 | NIKE INC | NKE | 297,322 | $18.9M | 1.12% |
| 23 | HOLOGIC INC | HOLX | 253,986 | $18.9M | 1.12% |
| 24 | FIDELITY NATL INFORMATION SV | 31620M106 | 264,358 | $17.6M | 1.04% |
| 25 | NIQ GLOBAL INTELLIGENCE PLC | NIQ | 1,000,000 | $16.5M | 0.98% |
| 26 | BANK AMERICA CORP | 060505104 | 270,000 | $14.8M | 0.88% |
| 27 | CIDARA THERAPEUTICS INC | 171757206 | 62,325 | $13.8M | 0.82% |
| 28 | CANTOR EQUITY PARTNERS II IN | G1827P106 | 1,169,022 | $13.2M | 0.78% |
| 29 | QORVO INC | QRVO | 155,180 | $13.1M | 0.78% |
| 30 | NEW AMER ACQUISITION I CORP | 023634207 | 1,204,637 | $12.5M | 0.74% |
| 31 | EXACT SCIENCES CORP | 30063P105 | 121,415 | $12.3M | 0.73% |
| 32 | ASML HOLDING N V | ASMLF | 11,316 | $12.1M | 0.72% |
| 33 | APPLIED MATLS INC | 038222105 | 46,032 | $11.8M | 0.70% |
| 34 | D R HORTON INC | 23331A109 | 81,000 | $11.7M | 0.69% |
| 35 | FIFTH ERA ACQUISITION CORP I | FERAU | 1,124,952 | $11.6M | 0.69% |
| 36 | PERIMETER ACQUISITION CORP I | PMTRW | 1,116,900 | $11.5M | 0.68% |
| 37 | KARBON CAP PARTNERS CORP | G5225W126 | 1,100,000 | $11.1M | 0.66% |
| 38 | PROCAP ACQUISITION CORP | PCAPW | 1,063,797 | $10.8M | 0.64% |
| 39 | INFLECTION POINT ACQUISITION | G1169T104 | 1,000,700 | $10.7M | 0.64% |
| 40 | ROCKET COS INC | 77311W101 | 535,597 | $10.4M | 0.61% |
| 41 | AMERICAN EXCEPTIONALISM ACQU | AEXA | 903,563 | $10.3M | 0.61% |
| 42 | EVOLUTION GLOBAL ACQUISITION | EVOXW | 1,039,500 | $10.3M | 0.61% |
| 43 | REPUBLIC DIGITAL ACQUISITION | RDAGW | 997,199 | $10.1M | 0.60% |
| 44 | HCM III ACQUISITION CORP | HCMAW | 1,000,000 | $10.0M | 0.60% |
| 45 | CANTOR EQUITY PARTNERS V INC | CEPV | 971,470 | $10.0M | 0.59% |
| 46 | SILICON VY ACQUISITION CORP | G81306105 | 1,000,000 | $9.9M | 0.59% |
| 47 | RENATUS TACTICAL ACQUIS | RTACW | 880,333 | $9.4M | 0.56% |
| 48 | CRANE HBR ACQUISITION CORP | CR | 850,000 | $9.2M | 0.54% |
| 49 | CANTOR EQUITY PARTNERS IV IN | G1828E100 | 877,821 | $9.0M | 0.53% |
| 50 | AVIDITY BIOSCIENCES INC | 05370A108 | 122,733 | $8.9M | 0.52% |
| 51 | UWM HOLDINGS CORPORATION | UWMC | 2,000,000 | $8.8M | 0.52% |
| 52 | NEW PROVIDENCE ACQUISITION C | G6476A102 | 850,000 | $8.7M | 0.52% |
| 53 | INVESCO LTD | IVZ | 330,929 | $8.7M | 0.52% |
| 54 | FUTURECREST ACQUISITION CORP | FCRS-WT | 850,000 | $8.6M | 0.51% |
| 55 | AMERICAN INTL GROUP INC | 026874784 | 100,000 | $8.6M | 0.51% |
| 56 | SENTINELONE INC | S | 537,500 | $8.1M | 0.48% |
| 57 | SILVERBOX CORP IV | SBXD-WT | 753,177 | $8.0M | 0.47% |
| 58 | ARCHIMEDES TECH SPAC PARTNER | G04537109 | 758,617 | $7.9M | 0.47% |
| 59 | ROMAN DBDR ACQUISITION CORP | DRDBW | 750,100 | $7.8M | 0.46% |
| 60 | DIGITAL ASSET ACQUISITION CO | DAAQW | 760,418 | $7.7M | 0.46% |
| 61 | CRANE HBR ACQUISITION CORP I | CR | 750,000 | $7.6M | 0.45% |
| 62 | AES CORP | AES | 514,760 | $7.4M | 0.44% |
| 63 | WEN ACQUISITION CORP | WENNW | 730,000 | $7.4M | 0.44% |
| 64 | PLUM ACQUISITION CORP IV | PLMKW | 700,000 | $7.3M | 0.43% |
| 65 | KIMBERLY-CLARK CORP | KMB | 71,200 | $7.2M | 0.43% |
| 66 | GORES HLDGS X INC | G4002F109 | 672,658 | $6.9M | 0.41% |
| 67 | VANGUARD INDEX FDS | 922908769 | 19,677 | $6.6M | 0.39% |
| 68 | BLACKLINE INC | BL | 118,602 | $6.6M | 0.39% |
| 69 | BOLD EAGLE ACQUISITION CORP | BEAGU | 600,000 | $6.3M | 0.38% |
| 70 | TECK RESOURCES LTD | TCKRF | 127,151 | $6.1M | 0.36% |
| 71 | ALUSSA ENERGY ACQUISITION CO | ALUB-WT | 600,000 | $6.1M | 0.36% |
| 72 | BLOCK INC | BSQKZ | 92,438 | $6.0M | 0.36% |
| 73 | ESSEX PPTY TR INC | 297178105 | 22,755 | $6.0M | 0.35% |
| 74 | JANUS HENDERSON GROUP PLC | JHG | 125,000 | $5.9M | 0.35% |
| 75 | WARNER BROS DISCOVERY INC | WBD | 200,000 | $5.8M | 0.34% |
| 76 | MADDEN STEVEN LTD | 556269108 | 138,400 | $5.8M | 0.34% |
| 77 | CSG SYS INTL INC | 126349109 | 72,540 | $5.6M | 0.33% |
| 78 | PLYMOUTH INDL REIT INC | 729640102 | 244,644 | $5.4M | 0.32% |
| 79 | 1RT ACQUISITION CORP. | ONCHW | 522,663 | $5.3M | 0.32% |
| 80 | SPRING VY ACQUISITION CORP I | G8377R101 | 500,779 | $5.1M | 0.30% |
| 81 | SIZZLE ACQUISITION CORP. II | SZZLU | 500,000 | $5.1M | 0.30% |
| 82 | MESHFLOW ACQUISITION CORP | MESHW | 500,000 | $5.0M | 0.30% |
| 83 | TEXAS VENTURES ACQUISITION I | G8772L105 | 468,058 | $5.0M | 0.30% |
| 84 | KIMBERLY-CLARK CORP | KMB | 47,388 | $4.8M | 0.28% |
| 85 | CSLM DIGITA ASSET ACQ CORP I | CMXHF | 477,176 | $4.7M | 0.28% |
| 86 | KOCHAV DEFENSE ACQUI CO | KCHVU | 450,000 | $4.6M | 0.27% |
| 87 | REAL ASSET ACQUISITION CORP | RAAQW | 432,056 | $4.4M | 0.26% |
| 88 | PYROPHYTE ACQUISITION CORP. | PAII-WT | 416,789 | $4.2M | 0.25% |
| 89 | RANGE CAP ACQUISITION CORP I | G7375J103 | 418,870 | $4.2M | 0.25% |
| 90 | SILVERBOX CORP V | SBXE-WT | 400,000 | $4.0M | 0.24% |
| 91 | NEWBURY STR II ACQUISITION C | G6439S109 | 350,000 | $3.7M | 0.22% |
| 92 | VENTAS RLTY LTD PARTNERSHIP | VTR | 2,500,000 | $3.5M | 0.21% |
| 93 | LAUNCHPAD CADENZA ACQUISITIO | LPCVW | 350,000 | $3.5M | 0.21% |
| 94 | KENVUE INC | KVUE | 200,000 | $3.5M | 0.20% |
| 95 | LIGHTWAVE ACQUISITION CORP | LWACW | 342,966 | $3.4M | 0.20% |
| 96 | AMERICAN INTL GROUP INC | 026874784 | 40,100 | $3.4M | 0.20% |
| 97 | COHEN CIRCLE ACQUISIT CORP I | COHN | 329,018 | $3.4M | 0.20% |
| 98 | OAKTREE ACQUISITION CORP III | OACCW | 300,000 | $3.2M | 0.19% |
| 99 | BLUE ACQUISITION CORP. | BACCU | 300,000 | $3.1M | 0.18% |
| 100 | AMERICAN INTL GROUP INC | 026874784 | 35,449 | $3.0M | 0.18% |
| 101 | AXIOM INTELLIGENCE AC CORP 1 | G0750N104 | 300,000 | $3.0M | 0.18% |
| 102 | AMERICAN HEALTHCARE REIT INC | AHR | 64,100 | $3.0M | 0.18% |
| 103 | TELEPHONE & DATA SYS INC | TDS-PV | 72,777 | $3.0M | 0.18% |
| 104 | APEX TREAS CORP | APXTW | 300,000 | $3.0M | 0.18% |
| 105 | UNIFIRST CORP MASS | UNF | 15,100 | $2.9M | 0.17% |
| 106 | SEALED AIR CORP NEW | SE | 68,000 | $2.8M | 0.17% |
| 107 | NEWHOLD INVT CORP III | G6486E102 | 254,190 | $2.6M | 0.16% |
| 108 | RANGE CAP ACQUISITION CORP | G7375C108 | 250,000 | $2.6M | 0.15% |
| 109 | DRUGS MADE IN AMER ACQUTN CO | G2847J104 | 250,000 | $2.6M | 0.15% |
| 110 | ARTIUS II ACQUISITION INC | AACBU | 250,000 | $2.6M | 0.15% |
| 111 | GSR IV ACQUISITION CORP | GSRFU | 250,000 | $2.5M | 0.15% |
| 112 | SAFEGUARD ACQUISITION CORP | SAC-WT | 241,649 | $2.4M | 0.14% |
| 113 | TRANSLATIONAL DEV ACQUISITIO | G9008W105 | 204,229 | $2.1M | 0.13% |
| 114 | BATH & BODY WORKS INC | BBWI | 100,000 | $2.0M | 0.12% |
| 115 | BTC DEV CORP | BDCIW | 200,000 | $2.0M | 0.12% |
| 116 | VINE HILL CAP INVT CORP. | G93Y09107 | 167,902 | $1.8M | 0.11% |
| 117 | HALL CHADWICK ACQUISITION CO | HCACR | 175,000 | $1.8M | 0.10% |
| 118 | HIGHVIEW MERGER CORP | HVMCW | 153,935 | $1.5M | 0.09% |
| 119 | TRAILBLAZER ACQUISITION CORP | BLZRW | 150,000 | $1.5M | 0.09% |
| 120 | INSIGHT DIGITAL PARTNERS II | DYORW | 150,000 | $1.5M | 0.09% |
| 121 | DYNAMIX CORP III | DNMXW | 150,000 | $1.5M | 0.09% |
| 122 | BITCOIN INFRASTRUCTURE ACQUI | BIXIW | 150,000 | $1.5M | 0.09% |
| 123 | CHURCHILL CAP CORP XI | G2131A124 | 141,506 | $1.4M | 0.09% |
| 124 | CAL REDWOOD ACQUISITION CORP | CRAQU | 100,000 | $1.0M | 0.06% |
| 125 | OXLEY BRIDGE ACQ LTD | OBAWW | 100,000 | $1.0M | 0.06% |
| 126 | PIONEER ACQUISITION I CORP | PACHW | 100,000 | $1.0M | 0.06% |
| 127 | AMERICAN DRIVE ACQUISITION C | ADACW | 100,000 | $997,000 | 0.06% |
| 128 | BILL HOLDINGS INC | BILL | 15,235 | $830,917 | 0.05% |
| 129 | CENTURION ACQUISITION CORP | ALFUW | 70,125 | $746,831 | 0.04% |
| 130 | M3-BRIGADE ACQUISITION VI CO | MBVIW | 50,000 | $500,000 | 0.03% |
| 131 | TAILWIND 2.0 ACQUISITION COR | TDWDU | 50,000 | $492,500 | 0.03% |
| 132 | INVEST GREEN ACQUISITION COR | IGACU | 50,000 | $492,000 | 0.03% |
| 133 | JENA ACQUISITION CORP II | JENA-UN | 46,371 | $472,752 | 0.03% |
| 134 | PERIMETER ACQUISITION CORP I | PMTRW | 427,528 | $329,197 | 0.02% |
| 135 | RENATUS TACTICAL ACQUIS | RTACW | 260,475 | $211,688 | 0.01% |
| 136 | EVOLUTION GLOBAL ACQUISITION | EVOXW | 500,000 | $205,000 | 0.01% |
| 137 | PROCAP FINL INC | 74277P113 | 300,800 | $197,024 | 0.01% |
| 138 | REPUBLIC DIGITAL ACQUISITION | RDAGW | 300,000 | $174,000 | 0.01% |
| 139 | M3BRIGADE ACQUISITION V CORP | G63212115 | 190,874 | $167,015 | 0.01% |
| 140 | DIGITAL ASSET ACQUISITION CO | DAAQW | 355,209 | $149,188 | 0.01% |
| 141 | REAL ASSET ACQUISITION CORP | RAAQW | 303,350 | $144,091 | 0.01% |
| 142 | PROCAP ACQUISITION CORP | PCAPW | 316,967 | $117,626 | 0.01% |
| 143 | ARCHIMEDES TECH SPAC PARTNER | G04537125 | 197,403 | $108,394 | 0.01% |
| 144 | KOCHAV DEFENSE ACQUI CO | KCHVU | 450,000 | $108,000 | 0.01% |
| 145 | FUTURECREST ACQUISITION CORP | FCRS-WT | 137,498 | $106,561 | 0.01% |
| 146 | PLUM ACQUISITION CORP IV | PLMKW | 350,000 | $105,000 | 0.01% |
| 147 | HCM III ACQUISITION CORP | HCMAW | 187,118 | $93,559 | 0.01% |
| 148 | BLUE ACQUISITION CORP. | BACCU | 300,000 | $90,210 | 0.01% |
| 149 | SILVERBOX CORP IV | SBXD-WT | 321,912 | $90,168 | 0.01% |
| 150 | NEW PROVIDENCE ACQUISITION C | G6476A110 | 166,666 | $84,216 | 0.00% |
| 151 | SIZZLE ACQUISITION CORP. II | SZZLU | 500,000 | $80,000 | 0.00% |
| 152 | PYROPHYTE ACQUISITION CORP. | PAII-WT | 200,000 | $80,000 | 0.00% |
| 153 | BERTO ACQUISITION CORP | TACOW | 195,760 | $79,028 | 0.00% |
| 154 | WEN ACQUISITION CORP | WENNW | 239,531 | $74,326 | 0.00% |
| 155 | SPRING VY ACQUISITION CORP I | G8377R119 | 106,995 | $66,604 | 0.00% |
| 156 | AXIOM INTELLIGENCE AC CORP 1 | G0750N112 | 300,000 | $63,000 | 0.00% |
| 157 | RANGE CAP ACQUISITION CORP I | G7375J111 | 150,000 | $48,000 | 0.00% |
| 158 | 1RT ACQUISITION CORP. | ONCHW | 78,927 | $45,786 | 0.00% |
| 159 | APEX TREAS CORP | APXTW | 150,000 | $41,655 | 0.00% |
| 160 | LIGHTWAVE ACQUISITION CORP | LWACW | 150,000 | $34,545 | 0.00% |
| 161 | CAL REDWOOD ACQUISITION CORP | CRAQU | 100,000 | $32,380 | 0.00% |
| 162 | DYNAMIX CORP III | DNMXW | 75,000 | $25,875 | 0.00% |
| 163 | INSIGHT DIGITAL PARTNERS II | DYORW | 75,000 | $24,750 | 0.00% |
| 164 | TRAILBLAZER ACQUISITION CORP | BLZRW | 49,999 | $24,005 | 0.00% |
| 165 | CSLM DIGITA ASSET ACQ CORP I | CMXHF | 68,453 | $23,959 | 0.00% |
| 166 | BITCOIN INFRASTRUCTURE ACQUI | BIXIW | 75,000 | $21,000 | 0.00% |
| 167 | PIONEER ACQUISITION I CORP | PACHW | 50,000 | $12,000 | 0.00% |
| 168 | OXLEY BRIDGE ACQ LTD | OBAWW | 50,000 | $11,005 | 0.00% |
| 169 | INVEST GREEN ACQUISITION COR | IGACU | 50,000 | $9,500 | 0.00% |
| 170 | TAILWIND 2.0 ACQUISITION COR | TDWDU | 50,000 | $8,200 | 0.00% |
| 171 | M3-BRIGADE ACQUISITION VI CO | MBVIW | 16,648 | $6,160 | 0.00% |