Governors Lane LP Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$1.6T
Holdings
239
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (239 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FEFIRSTENERGY CORP | 1,902,200 | $79.1B | 4.86% | |
| 2 | —MGM GROWTH PPTYS LLC | 1,876,902 | $76.7B | 4.71% | |
| 3 | WFCWELLS FARGO CO NEW | 1,243,609 | $59.7B | 3.66% | Call |
| 4 | BKNGBOOKING HOLDINGS INC | 24,412 | $58.6B | 3.59% | Call |
| 5 | —IHS MARKIT LTD | 418,718 | $55.7B | 3.42% | |
| 6 | SPYSPDR S&P 500 ETF TR | 109,170 | $51.9B | 3.18% | |
| 7 | HUMHUMANA INC | 108,700 | $50.4B | 3.09% | Call |
| 8 | GMGENERAL MTRS CO | 764,069 | $44.8B | 2.75% | Call |
| 9 | UNHUNITEDHEALTH GROUP INC | 81,600 | $41.0B | 2.52% | |
| 10 | CTXSEURCITRIX SYS INC | 400,000 | $37.8B | 2.32% | Call |
| 11 | LPLALPL FINL HLDGS INC | 207,900 | $33.3B | 2.04% | |
| 12 | MSFTMICROSOFT CORP | 91,008 | $30.6B | 1.88% | |
| 13 | FYBRFRONTIER COMMUNICATIONS PARE | 937,000 | $27.6B | 1.70% | |
| 14 | —POST HOLDINGS PARTNERING COR | 2,129,543 | $20.9B | 1.28% | |
| 15 | RRDEURDONNELLEY R R & SONS CO | 1,776,200 | $20.0B | 1.23% | |
| 16 | ADNTADIENT PLC | 329,800 | $15.8B | 0.97% | |
| 17 | PLANUSDANAPLAN INC | 344,000 | $15.8B | 0.97% | Call |
| 18 | WDAYWORKDAY INC | 56,428 | $15.4B | 0.95% | |
| 19 | —WARBURG PINCUS CAPTAL CORP I | 1,550,000 | $15.2B | 0.93% | |
| 20 | —WARBURG PINCUS CAPTAL CORP I | 1,499,999 | $14.6B | 0.90% | |
| 21 | —CONYERS PARK III ACQSITN COR | 1,500,000 | $14.6B | 0.90% | |
| 22 | —CC NEUBERGER PRIN HLDGS II | 1,383,537 | $13.7B | 0.84% | |
| 23 | ARNAEURARENA PHARMACEUTICALS INC | 140,000 | $13.0B | 0.80% | Call |
| 24 | —POWER & DIGITAL INFRASTRUCTU | 1,250,000 | $12.7B | 0.78% | |
| 25 | —GOLDEN ARROW MERGER CORP | 1,250,000 | $12.1B | 0.74% | |
| 26 | —TPG PACE BENEFICIAL II CORP | 1,200,000 | $11.8B | 0.72% | |
| 27 | FAFFIRST AMERN FINL CORP | 147,700 | $11.6B | 0.71% | |
| 28 | —FIGURE ACQUISITION CORP I | 1,150,000 | $11.3B | 0.69% | |
| 29 | —REVELSTONE CAPITAL ACQSTN CO | 1,125,000 | $11.1B | 0.68% | |
| 30 | HTAEURHEALTHCARE TR AMER INC | 328,500 | $11.0B | 0.67% | |
| 31 | —SUPERNOVA PARTNERS ACQUISTN | 1,063,094 | $10.9B | 0.67% | |
| 32 | —DMY TECHNOLOGY GROUP INC VI | 1,100,000 | $10.8B | 0.66% | |
| 33 | —SOCIAL CAPITAL HEDOSOPHA HLD | 1,000,000 | $10.2B | 0.63% | |
| 34 | —TRINE II ACQUISITION CORP | 1,000,000 | $10.1B | 0.62% | |
| 35 | —FIRST LT ACQUISITION GROUP I | 1,000,000 | $9.8B | 0.60% | |
| 36 | —VIRGIN GROUP ACQUISIT CORP I | 971,600 | $9.6B | 0.59% | |
| 37 | —SCIENCE STRATEGIC ACQ ALPHA | 980,100 | $9.6B | 0.59% | |
| 38 | —LDH GROWTH CORP I | 951,900 | $9.3B | 0.57% | |
| 39 | —ARGUS CAPITAL CORP | 916,300 | $9.3B | 0.57% | |
| 40 | —GORES TECHNOLOGY PARTNERS IN | 939,400 | $9.2B | 0.57% | |
| 41 | —NEW PROVIDENCE ACQSITN CORP | 900,000 | $9.1B | 0.56% | |
| 42 | —GORES HOLDINGS VII INC | 920,500 | $9.0B | 0.55% | |
| 43 | 7HPHP INC | 230,100 | $8.7B | 0.53% | Put |
| 44 | —CATALYST PARTNRS ACQUISITN C | 850,000 | $8.3B | 0.51% | |
| 45 | —GORES HLDGS VIII INC | 800,000 | $8.2B | 0.50% | |
| 46 | AAPLAPPLE INC | 45,500 | $8.1B | 0.50% | Put |
| 47 | —MOTIVE CAPITAL CORP II | 800,000 | $8.0B | 0.49% | |
| 48 | —AUSTERLITZ ACQUISITION CORP | 817,573 | $7.9B | 0.49% | |
| 49 | —DECARBONIZATION PLUS ACQUISI | 800,000 | $7.9B | 0.48% | |
| 50 | —AUSTERLITZ ACQUISITION CORP | 800,000 | $7.8B | 0.48% | |
| 51 | AMATAPPLIED MATLS INC | 49,000 | $7.7B | 0.47% | Put |
| 52 | —IVANHOE CAPITAL ACQUISTIN CO | 754,029 | $7.5B | 0.46% | |
| 53 | —NIGHTDRAGON ACQUISITION CORP | 757,930 | $7.4B | 0.45% | |
| 54 | —TRAJECTORY ALPHA ACQUISITION | 742,500 | $7.4B | 0.45% | |
| 55 | —DRAGONEER GROWTH OPT CORP II | 750,000 | $7.3B | 0.45% | |
| 56 | —SENIOR CONNECT ACQUISITN COR | 750,000 | $7.3B | 0.45% | |
| 57 | INTCINTEL CORP | 141,000 | $7.3B | 0.45% | Put |
| 58 | —POPULATION HEALTH INVS CO IN | 735,000 | $7.2B | 0.44% | |
| 59 | —ARYA SCIENCES ACQUISITN CORP | 732,550 | $7.1B | 0.44% | |
| 60 | —LUX HEALTH TECH ACQUISITION | 725,000 | $7.1B | 0.44% | |
| 61 | —7 ACQUISITION CORPORATION | 700,000 | $7.0B | 0.43% | |
| 62 | —DECARBONIZATION PLUS ACQU II | 700,000 | $7.0B | 0.43% | |
| 63 | —CC NEUBERGER PRINCIPAL HOLDN | 700,000 | $6.9B | 0.42% | |
| 64 | —SOCIAL CAP SUVRETTA HLDS CP | 700,000 | $6.9B | 0.42% | |
| 65 | —ALTIMETER GROWTH CORP 2 | 681,250 | $6.7B | 0.41% | |
| 66 | FISFIDELITY NATL INFORMATION SV | 61,300 | $6.7B | 0.41% | Call |
| 67 | ATVIEURACTIVISION BLIZZARD INC | 99,000 | $6.6B | 0.40% | Call |
| 68 | —GORES GUGGENHEIM INC | 545,727 | $6.4B | 0.39% | Call |
| 69 | —ESM ACQUISITION CORPORATION | 650,000 | $6.3B | 0.39% | |
| 70 | —JUNIPER II CORP | 600,000 | $6.1B | 0.38% | |
| 71 | PAIIPYROPHYTE ACQUISITION CORP | 600,000 | $6.1B | 0.37% | |
| 72 | GPNGLOBAL PMTS INC | 45,000 | $6.1B | 0.37% | Call |
| 73 | —INFINITE ACQUISITION CORP | 600,000 | $6.0B | 0.37% | |
| 74 | —SOCIAL CAP SUVRETTA HLDS CRP | 600,000 | $6.0B | 0.37% | |
| 75 | —PRIMAVERA CAPITAL ACQUIST CO | 612,700 | $5.9B | 0.37% | |
| 76 | —SOCIAL CAP SUVRETTA HLD CRPI | 600,000 | $5.9B | 0.36% | |
| 77 | —SOCIAL CAP SUVRETTA HLDS CRP | 600,000 | $5.9B | 0.36% | |
| 78 | —ESGEN ACQUISITION CORP | 550,000 | $5.6B | 0.34% | |
| 79 | —GORES TECHNOLOGY PARTNERS II | 539,900 | $5.3B | 0.33% | |
| 80 | KCAC-UNKENSINGTON CAPITAL ACQUISITI | 530,857 | $5.2B | 0.32% | |
| 81 | AMZNAMAZON COM INC | 1,533 | $5.1B | 0.31% | |
| 82 | —PERCEPTION CAPITAL CORP II | 500,000 | $5.1B | 0.31% | |
| 83 | —ASCENDANT DIGITAL ACQ CORP I | 500,000 | $5.1B | 0.31% | |
| 84 | —VMG CONSUMER ACQUISITION COR | 500,000 | $5.1B | 0.31% | |
| 85 | —RIGEL RESOURCE ACQ CORP | 500,000 | $5.1B | 0.31% | |
| 86 | —ANTHEMIS DIGITAL ACQUISITION | 500,000 | $5.1B | 0.31% | |
| 87 | —EXCELFIN ACQUISITION CORP | 500,000 | $5.1B | 0.31% | |
| 88 | —SOAR TECHNOLOGY ACQUISN CORP | 500,000 | $5.1B | 0.31% | |
| 89 | —ICONIC SPORTS ACQUISITION CO | 500,000 | $5.1B | 0.31% | |
| 90 | —ENTERPRISE 4.0 TEC ACQSTN CO | 500,000 | $5.1B | 0.31% | |
| 91 | —RCF ACQUISITION CORP | 500,000 | $5.0B | 0.31% | |
| 92 | —UTA ACQUISITION CORPORATION | 500,000 | $5.0B | 0.31% | |
| 93 | —LAVA MEDTECH ACQUISITION COR | 490,000 | $5.0B | 0.31% | |
| 94 | —MERCATO PARTNERS ACQUISITION | 500,000 | $5.0B | 0.31% | |
| 95 | —BLEUACACIA LTD | 500,000 | $5.0B | 0.31% | |
| 96 | —FTAC ZEUS ACQUISITION COR | 500,000 | $5.0B | 0.31% | |
| 97 | —FIRSTMARK HORIZON ACQUISITIO | 505,364 | $5.0B | 0.31% | |
| 98 | —THE GROWTH FOR GOOD ACQU COR | 500,000 | $5.0B | 0.31% | |
| 99 | —G SQUARED ASCEND I INC | 500,000 | $4.9B | 0.30% | |
| 100 | —CARNEY TECHNOLOGY ACQU CORP | 500,000 | $4.9B | 0.30% |
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