KORNITZER CAPITAL MANAGEMENT INC /KS Information

P O BOX 918, SHAWNEE MISSION, Kansas, 66201, (913) 677-7778

Report Date: 12/31/2014

Position Statistics

Total Positions 430
New Positions 32
Increased Positions 175
Decreased Positions 206
Positions with Activity 381
Sold Out Positions 19
Total Mkt Value (in $ millions) 8,515

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 2.59%
Capital Goods 3.46%
Conglomerates 0.32%
Consumer Cyclical 6.04%
Consumer/Non-Cyclical 7.64%
Energy 7.02%
Financial 10.53%
Healthcare 11.9%
Services 19.32%
Technology 27.75%
Transportation 1.62%
Utilities 0.78%

175 INCREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CISCO SYS INC COM 42,670 247 .58 1,550,225
VERIZON COMMUNICATIONS INC COM 41,207 523 1.29 847,348
CARBO CERAMICS INC COM 40,856 5,818 16.61 1,339,114
DOW CHEM CO COM 38,860 2,442 6.71 809,926
HOLLYFRONTIER CORP COM 37,790 3,788 11.14 938,415
LUMBER LIQUIDATORS HLDGS INC COM 37,529 7,571 25.27 1,219,271
IMPAX LABORATORIES INC COM 36,357 36,357 New 775,700
KRAFT FOODS GROUP INC COM 33,762 597 1.80 387,557
QUESTAR CORP COM 31,198 75 .24 1,307,540
WILLIAMS SONOMA INC COM 31,067 319 1.04 389,750
BORGWARNER INC COM 30,407 3,521 13.09 502,760
LULULEMON ATHLETICA INC COM 29,680 15,154 104.32 463,600
AMC NETWORKS INC CL A 27,784 1,753 6.73 362,523
PFIZER INC COM 27,439 1,798 7.01 788,691
VERISK ANALYTICS INC CL A 26,928 219 .82 377,142
STERICYCLE INC COM 25,322 3,260 14.78 180,315
QUALCOMM INC COM 25,298 15 .06 364,847
WHITEWAVE FOODS CO COM 24,745 67 .27 558,082
GOOGLE INC CL A 24,031 30 .13 43,322
MONDELEZ INTL INC CL A 22,820 183 .81 632,300