13F Filings History of Governors Lane LP

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$1,083,814,864
Signature - Title
Chris DeCarlo - CCO
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Governors Lane LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Governors Lane LP reported 153 stock holdings with total value $1,083,814,864 as of Q4 2025. Top holdings included WBD, NSC, TXNM, EA, and TSM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 153 $1,083,814,864 +$509,099,241 -$176,357,835 +$332,741,406 WBD, NSC, TXNM, EA, TSM 13F-HR 17 Feb 2026, 09:47
Q3 2025 125 $722,707,530 +$326,713,754 -$355,913,394 -$29,199,640 NSC, TXNM, VTR, BAC, TSM 13F-HR 14 Nov 2025, 10:11
Q2 2025 104 $731,132,710 +$499,250,646 -$258,137,566 +$241,113,080 GMS, UBS, AMZN, KKR, JLL 13F-HR 14 Aug 2025, 09:11
Q1 2025 42 $462,309,879 +$219,156,075 -$418,862,384 -$199,706,309 ITCI, HES, DFS, TSM, VTR 13F-HR 15 May 2025, 09:53
Q4 2024 40 $670,139,777 +$268,483,530 -$250,101,120 +$18,382,410 DFS, AMZN, VTR, K, HES 13F-HR 14 Feb 2025, 09:29
Q3 2024 36 $638,119,505 +$235,860,407 -$284,239,633 -$48,379,226 TSM, AMD, KKR, VTR, DFS 13F-HR 14 Nov 2024, 09:51
Q2 2024 37 $643,744,658 +$273,282,900 -$270,274,612 +$3,008,288 ANSS, TSM, KKR, VTR, WDAY 13F-HR 14 Aug 2024, 09:56
Q1 2024 36 $622,768,414 +$315,700,357 -$109,187,461 +$206,512,896 ANSS, TSM, WDAY, KKR, RTX 13F-HR 15 May 2024, 10:16
Q4 2023 29 $386,590,772 $0 $0 $0 WDAY, CRM, TSM, VTR, PXD New Holdings 16 Feb 2024, 11:54
Q4 2023 29 $386,590,772 +$119,003,780 -$303,097,000 -$184,093,220 WDAY, CRM, TSM, VTR, PXD 13F-HR 14 Feb 2024, 10:14
Q3 2023 38 $518,504,974 +$274,838,094 -$166,148,355 +$108,689,739 HZNP, ATVI, VTR, KKR, PM 13F-HR 14 Nov 2023, 12:14
Q2 2023 38 $414,040,834 +$183,515,561 -$463,085,489 -$279,569,928 UNH, WDAY, VTR, KKR, AMZN 13F-HR 14 Aug 2023, 09:32
Q1 2023 65 $676,181,592 +$232,812,436 -$527,069,260 -$294,256,824 WDAY, HZNP, CRM, UNH, SPR 13F-HR 15 May 2023, 16:00
Q4 2022 116 $913,552,358 +$330,851,439 -$493,846,007 -$162,994,568 COUPA SOFTWARE INC, MSFT, ATVI, ADSK, WDAY 13F-HR 14 Feb 2023, 12:37
Q3 2022 153 $1,053,837,000 +$139,680,779 -$265,877,861 -$126,197,082 SPY, ATVI, FE, RSP, WFC 13F-HR 14 Nov 2022, 10:59
Q2 2022 175 $1,181,579,000 +$170,579,175 -$203,146,386 -$32,567,211 SPY, ATVI, RSP, WFC, MSFT 13F-HR 15 Aug 2022, 14:27
Q1 2022 239 $1,292,750,000 +$451,574,275 -$525,350,033 -$73,775,758 SPY, MGP, MSFT, GM, FE 13F-HR 16 May 2022, 10:56
Q4 2021 226 $1,385,019,000 +$540,144,562 -$437,804,787 +$102,339,775 FE, MGP, INFO, SPY, UNH 13F-HR 14 Feb 2022, 14:14
Q3 2021 195 $1,227,388,000 +$404,856,761 -$500,760,063 -$95,903,302 SPY, MGP, KSU, FE, GM 13F-HR 15 Nov 2021, 12:56
Q2 2021 197 $1,325,708,000 +$585,028,169 -$760,270,967 -$175,242,798 ALXN, BKNG, MSFT, MGP, KSU 13F-HR 16 Aug 2021, 13:23
Q1 2021 183 $1,464,660,000 +$837,264,128 -$504,162,156 +$333,101,972 BKNG, MGP, UNH, MSFT, WORK 13F-HR 17 May 2021, 11:16
Q4 2020 112 $1,123,576,000 +$583,604,295 -$643,754,906 -$60,150,611 UNH, BKNG, ALXN, ACC, MSFT 13F-HR 16 Feb 2021, 13:07
Q3 2020 97 $1,084,564,000 +$561,311,694 -$273,346,986 +$287,964,708 IMMU, UNH, HCA, BKNG, ACC 13F-HR 13 Nov 2020, 10:59
Q2 2020 64 $765,869,000 +$331,661,810 -$330,726,469 +$935,341 UNH, PCG, HCA, MGP, ACC 13F-HR 14 Aug 2020, 10:52
Q1 2020 62 $696,510,000 +$287,268,076 -$130,675,702 +$156,592,374 AGN, TIF, MSFT, UNH, GHIV 13F-HR 15 May 2020, 11:22
Q4 2019 47 $572,060,000 +$233,201,207 -$394,324,021 -$161,122,814 AGN, TIF, CPAA, ACAM, CCH 13F-HR 14 Feb 2020, 10:05
Q3 2019 54 $709,135,000 +$218,459,483 -$536,976,498 -$318,517,015 CELG, AGN, GSAH, DEAC, AABA 13F-HR 14 Nov 2019, 10:41
Q2 2019 58 $1,176,982,000 +$417,381,142 -$424,505,173 -$7,124,031 AABA, CELG, RHT, APC, GSAH 13F-HR 14 Aug 2019, 11:02
Q1 2019 64 $1,170,058,000 +$482,697,093 -$431,258,813 +$51,438,280 AABA, ULTI, CELG, RHT, ASH 13F-HR 15 May 2019, 09:40
Q4 2018 70 $1,025,084,000 +$266,257,293 -$655,583,070 -$389,325,777 AABA, FOX, HGV, SHPG, GSAH 13F-HR 14 Feb 2019, 09:54
Q3 2018 73 $1,623,178,000 +$487,243,724 -$576,247,349 -$89,003,625 AABA, AET, CZR, FOXA, SERV 13F-HR 14 Nov 2018, 10:18
Q2 2018 72 $1,721,934,000 +$519,763,173 -$543,907,103 -$24,143,930 AABA, FOXA, CZR, CNDT, NXPI Restatement 14 Aug 2018, 12:43
Q1 2018 70 $1,721,765,000 +$365,718,472 -$741,094,207 -$375,375,735 AABA, CZR, EQC, AET, TWX 13F-HR 15 May 2018, 11:44
Q4 2017 63 $2,120,412,000 +$738,311,798 -$422,839,181 +$315,472,617 AABA, ADNT, NXPI, CZR, CNDT 13F-HR 08 Feb 2018, 15:16
Q3 2017 59 $1,779,241,000 +$743,792,319 -$494,450,675 +$249,341,644 AABA, TWX, ADNT, EQC, CNDT 13F-HR 13 Nov 2017, 15:25
Q2 2017 47 $1,439,819,000 +$577,449,744 -$431,618,755 +$145,830,989 AABA, RAI, ADNT, TWX, CNDT 13F-HR 14 Aug 2017, 07:05
Q1 2017 45 $1,293,982,000 +$502,696,504 -$133,532,516 +$369,163,988 YHOO, RAI, ADNT, CNDT, TWX 13F-HR 15 May 2017, 09:07
Q4 2016 39 $857,748,000 +$454,101,129 -$410,376,431 +$43,724,698 YHOO, RAI, ADNT, EQC, NGVT 13F-HR 14 Feb 2017, 07:05
Q3 2016 40 $790,927,000 +$393,313,042 -$285,333,371 +$107,979,671 YHOO, ITC, EQC, CPHD, TBRA 13F-HR 14 Nov 2016, 06:53
Q2 2016 32 $649,289,000 +$313,376,055 -$324,534,078 -$11,158,023 YHOO, EQC, EMC, ITC, NGVT 13F-HR 15 Aug 2016, 06:47
Q1 2016 33 $652,791,000 +$383,547,826 -$73,038,222 +$310,509,604 EQC, HOT, EMC, BXLT, ITC 13F-HR 16 May 2016, 08:23
Q4 2015 17 $347,979,000 $0 $0 $0 EQC, TWC, LVNTA, SERV, SSNC 13F-HR 16 Feb 2016, 07:06