Governors Lane LP Q1 2022 Filing

Filed May 16, 2022

Portfolio Value

$1.4B

Holdings

239

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (239 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	SPYSPDR S&P 500 ETF TR	209,079	$94.4M	6.84%
2	—MGM GROWTH PPTYS LLC	1,790,622	$69.3M	5.02%
3	WFCWELLS FARGO CO NEW	1,415,009	$68.6M	4.97%	Call
4	LPLALPL FINL HLDGS INC	262,300	$47.9M	3.47%	Call
5	MSFTMICROSOFT CORP	148,200	$45.7M	3.31%
6	GMGENERAL MTRS CO	942,500	$41.2M	2.99%	Call
7	FEFIRSTENERGY CORP	690,000	$31.6M	2.29%
8	UNHUNITEDHEALTH GROUP INC	62,000	$31.6M	2.29%
9	WDAYWORKDAY INC	126,760	$30.4M	2.20%
10	FYBRFRONTIER COMMUNICATIONS PARE	972,500	$26.9M	1.95%
11	ADNTADIENT PLC	617,000	$25.2M	1.82%
12	—POST HOLDINGS PARTNERING COR	2,129,543	$20.8M	1.51%
13	T7DTRANSDIGM GROUP INC	31,470	$20.5M	1.49%
14	ATVIEURACTIVISION BLIZZARD INC	223,800	$17.9M	1.30%
15	HUMHUMANA INC	37,900	$16.5M	1.20%
16	CRMSALESFORCE COM INC	74,600	$15.8M	1.15%
17	—WARBURG PINCUS CAPTAL CORP I	1,548,441	$15.2M	1.10%
18	—WARBURG PINCUS CAPTAL CORP I	1,499,999	$14.7M	1.07%
19	—CONYERS PARK III ACQSITN COR	1,500,000	$14.6M	1.06%
20	—SCREAMING EAGLE ACQUISITN CO	1,500,000	$14.6M	1.06%
21	RSPINVESCO EXCHANGE TRADED FD T	92,301	$14.6M	1.05%
22	—CC NEUBERGER PRIN HLDGS II	1,383,537	$13.7M	0.99%
23	—SOCIAL CAPITAL HEDOSOPHA HLD	1,250,000	$12.5M	0.90%
24	—POWER & DIGITAL INFRASTRUCTU	1,250,000	$12.2M	0.89%
25	—GOLDEN ARROW MERGER CORP	1,250,000	$12.2M	0.89%
26	—TPG PACE BENEFICIAL II CORP	1,200,000	$11.8M	0.85%
27	—FIGURE ACQUISITION CORP I	1,150,000	$11.2M	0.82%
28	—REVELSTONE CAPITAL ACQSTN CO	1,125,000	$11.0M	0.80%
29	—DMY TECHNOLOGY GROUP INC VI	1,100,000	$10.9M	0.79%
30	TGNATEGNA INC	455,200	$10.2M	0.74%
31	—AVISTA PUB ACQUISITION CORP	1,000,000	$10.1M	0.73%
32	—FIRST LT ACQUISITION GROUP I	1,000,000	$9.9M	0.72%
33	—GORES HOLDINGS IX INC	1,000,000	$9.8M	0.71%
34	—SCIENCE STRATEGIC ACQ ALPHA	980,100	$9.6M	0.70%
35	—LDH GROWTH CORP I	951,900	$9.3M	0.68%
36	—GORES TECHNOLOGY PARTNERS IN	939,400	$9.2M	0.67%
37	—GORES HOLDINGS VII INC	920,500	$9.0M	0.65%
38	—NEW PROVIDENCE ACQSITN CORP	900,000	$8.9M	0.65%
39	TRQCADTURQUOISE HILL RES LTD	286,500	$8.6M	0.62%
40	FAFFIRST AMERN FINL CORP	131,800	$8.5M	0.62%
41	—CATALYST PARTNRS ACQUISITN C	850,000	$8.3M	0.60%
42	—AUSTERLITZ ACQUISITION CORP	817,573	$8.0M	0.58%
43	—GORES HLDGS VIII INC	800,000	$8.0M	0.58%
44	—DECARBONIZATION PLUS ACQUISI	800,000	$8.0M	0.58%
45	—MOTIVE CAPITAL CORP II	800,000	$7.9M	0.58%
46	—AUSTERLITZ ACQUISITION CORP	800,000	$7.8M	0.57%
47	—METALS ACQUISITION CORP	750,000	$7.5M	0.54%
48	—NIGHTDRAGON ACQUISITION CORP	757,930	$7.4M	0.54%
49	—SENIOR CONNECT ACQUISITN COR	750,000	$7.4M	0.53%
50	—DRAGONEER GROWTH OPT CORP II	750,000	$7.3M	0.53%
51	—TRAJECTORY ALPHA ACQUISITION	742,500	$7.2M	0.53%
52	—POPULATION HEALTH INVS CO IN	735,000	$7.2M	0.52%
53	—LUX HEALTH TECH ACQUISITION	725,000	$7.1M	0.52%
54	—ARYA SCIENCES ACQUISITN CORP	732,550	$7.1M	0.52%
55	—ARGUS CAPITAL CORP	700,000	$7.0M	0.51%
56	—7 ACQUISITION CORPORATION	700,000	$7.0M	0.50%
57	—CC NEUBERGER PRINCIPAL HOLDN	700,000	$6.9M	0.50%
58	—SOCIAL CAP SUVRETTA HLDS CP	700,000	$6.8M	0.49%
59	—ALTIMETER GROWTH CORP 2	681,250	$6.7M	0.48%
60	—ESM ACQUISITION CORPORATION	650,000	$6.4M	0.46%
61	—PRIMAVERA CAPITAL ACQUIST CO	612,700	$6.0M	0.44%
62	—SOCIAL CAP SUVRETTA HLD CRPI	600,000	$5.9M	0.43%
63	—SOCIAL CAP SUVRETTA HLDS CRP	600,000	$5.9M	0.43%
64	—INFINITE ACQUISITION CORP	600,000	$5.9M	0.43%
65	—SOCIAL CAPITAL HEDOSOPHA HLD	581,659	$5.9M	0.43%
66	—SOCIAL CAP SUVRETTA HLDS CRP	600,000	$5.8M	0.42%
67	—ESGEN ACQUISITION CORP	550,000	$5.5M	0.40%
68	—GORES TECHNOLOGY PARTNERS II	539,900	$5.3M	0.38%
69	—VONAGE HLDGS CORP	259,500	$5.3M	0.38%
70	TEN1TENNECO INC	285,000	$5.2M	0.38%
71	FT2FIRST HORIZON CORPORATION	221,700	$5.2M	0.38%
72	—SOAR TECHNOLOGY ACQUISN CORP	500,000	$5.1M	0.37%
73	AMZNAMAZON COM INC	1,533	$5.0M	0.36%
74	—EXCELFIN ACQUISITION CORP	500,000	$5.0M	0.36%
75	—TRINE II ACQUISITION CORP	500,000	$5.0M	0.36%
76	—RCF ACQUISITION CORP	500,000	$5.0M	0.36%
77	—ENTERPRISE 4.0 TEC ACQSTN CO	500,000	$5.0M	0.36%
78	—MERCATO PARTNERS ACQUISITION	500,000	$5.0M	0.36%
79	—VMG CONSUMER ACQUISITION COR	500,000	$5.0M	0.36%
80	—G SQUARED ASCEND I INC	500,000	$4.9M	0.36%
81	—UTA ACQUISITION CORPORATION	500,000	$4.9M	0.36%
82	—FTAC ZEUS ACQUISITION COR	500,000	$4.9M	0.36%
83	—G SQUARED ASCEND II INC	500,000	$4.9M	0.36%
84	—CARNEY TECHNOLOGY ACQU CORP	500,000	$4.9M	0.36%
85	—LAVA MEDTECH ACQUISITION COR	490,000	$4.9M	0.35%
86	—L CATTERTON ASIA ACQUISITION	500,000	$4.9M	0.35%
87	—BLEUACACIA LTD	500,000	$4.9M	0.35%
88	—HENNESSY CAPITAL INVS CORP V	494,427	$4.8M	0.35%
89	—WAVERLEY CAPITAL ACQUIS CORP	500,000	$4.8M	0.35%
90	—HORIZON ACQUISITION CORPORAT	478,628	$4.7M	0.34%
91	—SVF INVESTMENT CORP 3	472,300	$4.7M	0.34%
92	—VIRGIN GROUP ACQUISIT CORP I	471,600	$4.7M	0.34%
93	—TALON 1 ACQUISITION CORP	450,000	$4.5M	0.33%
94	—BEARD ENERGY TRANSITION ACQ	450,000	$4.5M	0.32%
95	—MISSION ADVANCEMENT CORP	450,000	$4.4M	0.32%
96	—NORTHERN GENESIS ACQU CORP I	434,400	$4.2M	0.31%
97	—FRONTIER ACQUISITION CORP	420,972	$4.1M	0.30%
98	—ARYA SCIENCES ACQU CORP IV	412,042	$4.0M	0.29%
99	PAIIPYROPHYTE ACQUISITION CORP	400,000	$4.0M	0.29%
100	—ANTHEMIS DIGITAL ACQUISITION	400,000	$4.0M	0.29%

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