GOVERNORS LANE LP
Q1 2022 Form 13-F
NEW YORK, NEW YORK
CIK 0001644187
· CRD 213511
· SEC-registered investment adviser
$1.4B Reported Value Total
GOVERNORS LANE LP reports 3 total accounts under management (AUM). There are 3 discretionary accounts valued at $1,711,852,475, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
2 funds
· $2.1B gross asset value
Hedge Fund: $2.1B
Source: Form ADV filed 2026-03-31
Reported value
$1.4B
Quarter over quarter
-1.9%
Holdings
239
Top-10 concentration
32.2%
Key People
Form ADV owners & control persons
Isaac Daniel Corre
CHIEF INVESTMENT OFFICER
Michael Dandrea
CHIEF FINANCIAL OFFICER
Christopher Daniel Decarlo
CHIEF COMPLIANCE OFFICER
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Q1 2022 13F record
Q1 2022 13F filing summary
| Period of report | March 31, 2022 |
|---|---|
| Filed | May 16, 2022 |
| Form | 13F-HR |
| Reported value | $1.4B |
| Positions | 239 |
| Change in reported value | -15.3% |
| New positions | 100 |
| Exited positions | 87 |
| Position turnover | 57.4% |
| Top-10 concentration | 32.2% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
184 | $1.2B |
|
Q1 2026 13F
Filed May 15, 2026
|
167 | $1.6B |
|
Q4 2025 13F
Filed Feb 17, 2026
|
152 | $1.7B |
|
Q3 2025 13F
Filed Nov 14, 2025
|
124 | $1.3B |
|
Q2 2025 13F
Filed Aug 14, 2025
|
102 | $1.1B |
|
Q1 2025 13F
Filed May 15, 2025
|
39 | $879.2M |
|
Q4 2024 13F
Filed Feb 14, 2025
|
35 | $1.3B |
|
Q3 2024 13F
Filed Nov 14, 2024
|
33 | $1.3B |
|
Q2 2024 13F
Filed Aug 14, 2024
|
34 | $1.2B |
|
Q1 2024 13F
Filed May 15, 2024
|
34 | $1.2B |
|
Q4 2023 13F
Filed Feb 14, 2024
|
28 | $993.8M |
|
Q3 2023 13F
Filed Nov 14, 2023
|
35 | $627.3M |
|
Q2 2023 13F
Filed Aug 14, 2023
|
36 | $727.2M |
|
Q1 2023 13F
Filed May 15, 2023
|
63 | $788.9M |
|
Q4 2022 13F
Filed Feb 14, 2023
|
113 | $970.0M |
|
Q3 2022 13F
Filed Nov 14, 2022
|
150 | $1.2B |
|
Q2 2022 13F
Filed Aug 15, 2022
|
174 | $1.2B |
|
Q1 2022 13F
Filed May 16, 2022
|
239 | $1.4B |
|
Q4 2021 13F
Filed Feb 14, 2022
|
225 | $1.6B |
|
Q3 2021 13F
Filed Nov 15, 2021
|
194 | $1.5B |
23 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q1 2022
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | SPY SPDR S&P 500 ETF TR | $94.4M | 6.84% |
| 2 | MGP MGM GROWTH PPTYS LLC | $69.3M | 5.02% |
| 3 | WFC C WELLS FARGO CO NEW | $47.8M | 3.46% |
| 4 | MSFT MICROSOFT CORP | $45.7M | 3.31% |
| 5 | GM GENERAL MTRS CO | $34.0M | 2.46% |
| 6 | LPLA C LPL FINL HLDGS INC | $32.0M | 2.32% |
| 7 | FE FIRSTENERGY CORP | $31.6M | 2.29% |
| 8 | UNH UNITEDHEALTH GROUP INC | $31.6M | 2.29% |
| 9 | WDAY WORKDAY INC | $30.4M | 2.2% |
| 10 | FYBR FRONTIER COMMUNICATIONS PARE | $26.9M | 1.95% |
| 11 | ADNT ADIENT PLC | $25.2M | 1.82% |
| 12 | PSPC POST HOLDINGS PARTNERING COR | $20.8M | 1.51% |
| 13 | WFC WELLS FARGO CO NEW | $20.8M | 1.51% |
| 14 | TDG TRANSDIGM GROUP INC | $20.5M | 1.49% |
| 15 | ATVI ACTIVISION BLIZZARD INC | $17.9M | 1.3% |
| 16 | HUM HUMANA INC | $16.5M | 1.2% |
| 17 | LPLA LPL FINL HLDGS INC | $15.9M | 1.16% |
| 18 | CRM SALESFORCE COM INC | $15.8M | 1.15% |
| 19 | WPCA WARBURG PINCUS CAPTAL CORP I | $15.2M | 1.1% |
| 20 | WPCB WARBURG PINCUS CAPTAL CORP I | $14.7M | 1.07% |
Values as reported on the Q1 2022 Form 13F. Every position is in the holdings table below.