StockDriftsStockDriftsTop 50 Governors Lane Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NSC | NORFOLK SOUTHN CORP | 8.21% | 229.3K | $65.8M | +16.23%(+32.03K) | $284.04(+11.23%) | 2026-03-31 | |
| WBD | WARNER BROS DISCOVERY INC | 6.86% | 2.00M | $55.0M | -11.32%(-255.42K) | $20.13(+34.04%) | 2026-03-31 | |
| EA | ELECTRONIC ARTS INC | 4.64% | 182.4K | $37.2M | -22.06%(-51.62K) | $200.32(+0.16%) | 2026-03-31 | |
| JHG | JANUS HENDERSON GROUP PLC | 3.41% | 532.5K | $27.4M | +326.02%(+407.53K) | $48.66(+6.28%) | 2026-03-31 | |
| TXNM | TXNM ENERGY INC | 3.24% | 444.4K | $26.0M | -50.70%(-457.05K) | $56.18(+5.46%) | 2026-03-31 | |
| SHW | SHERWIN WILLIAMS CO | 2.71% | 67.7K | $21.7M | new | $322.29(-6.89%) | 2026-03-31 | |
| QRVO | QORVO INC | 2.46% | 255.0K | $19.7M | +64.31%(+99.80K) | $85.12(+8.38%) | 2026-03-31 | |
| AES | AES CORP | 2.34% | 1.33M | $18.8M | +158.76%(+817.22K) | $13.72(+5.46%) | 2026-03-31 | |
| HOLX | HOLOGIC INC | 1.66% | 176.0K | $13.3M | -30.72%(-78.02K) | $70.99(+7.07%) | 2026-03-31 | |
| NWAX | NEW AMER ACQUISITION I CORP | 1.63% | 1.30M | $13.1M | new | $9.04(+11.53%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.90% | +63.91% |
| Top 20 Holdings Unweighted | +18.30% | +65.58% |
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