KORNITZER CAPITAL MANAGEMENT INC /KS
Long Only Manager
KORNITZER CAPITAL MANAGEMENT INC /KS is a Long Only Manager based in Mission, KS led by John Charles Kornitzer, reporting $7.2B in AUM as of Q3 2025 with MSFT as the largest holding (6% allocation).
ChairmanJohn Charles Kornitzer
- Portfolio Value
- $4.9B
- Positions
- 478
- Top Holding
- MSFT at 5.8%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in KORNITZER CAPITAL MANAGEMENT INC /KS's portfolio (22.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $285.9M | 5.80% | -$4.4M Sold | 0.01% 552.0K shares | |
Oil & Gas Integrated Energy | $155.8M | 3.16% | +$85.8M Bought | 0.05% 1.0M shares | |
Consumer Electronics Technology | $110.4M | 2.24% | +$154.3K Bought | 0.00% 433.4K shares | |
Drug Manufacturers - General Healthcare | $94.3M | 1.91% | +$2.2M Bought | 0.01% 123.5K shares | |
Discount Stores Consumer Defensive | $92.5M | 1.88% | +$1.2M Bought | 0.02% 100.0K shares | |
Internet Content & Information Communication Services | $84.5M | 1.72% | -$936.7K Sold | 0.00% 347.6K shares | |
Oil & Gas Integrated Energy | $76.9M | 1.56% | -$1.3M Sold | 0.02% 682.4K shares | |
Insurance - Brokers Financial Services | $76.5M | 1.55% | -$3.5M Sold | 0.10% 247.1K shares | |
Oil & Gas Midstream Energy | $74.4M | 1.51% | +$389.2K Bought | 0.12% 2.6M shares | |
Information Technology Services Technology | $72.8M | 1.48% | -$433.4K Sold | 0.03% 258.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in KORNITZER CAPITAL MANAGEMENT INC /KS's latest filing
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Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for KORNITZER CAPITAL MANAGEMENT INC /KS
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