KORNITZER CAPITAL MANAGEMENT INC /KS Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 420
New Positions 25
Increased Positions 164
Decreased Positions 207
Positions with Activity 371
Sold Out Positions 20
Total Mkt Value (in $ millions) 8,796

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

Sector Weighting

Basic Materials 2.44%
Capital Goods 3.43%
Conglomerates 0.22%
Consumer Cyclical 6.08%
Consumer/Non-Cyclical 7.61%
Energy 6.8%
Financial 9.74%
Healthcare 11.85%
Services 19.04%
Technology 29.55%
Transportation 1.58%
Utilities 0.7%

164 INCREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TRACTOR SUPPLY CO COM 11,857 3,740 46.08 152,400
POLARIS INDS INC COM 11,712 7 .06 77,872
TERADATA CORP DEL COM 11,607 3,477 42.78 256,675
AIRGAS INC COM 11,298 11,298 New 96,100
REPUBLIC SVCS INC COM 10,975 1,206 12.34 268,805
DANAHER CORP DEL COM 10,771 10,771 New 124,100
WEYERHAEUSER CO COM 10,685 300 2.89 291,775
INTERNATIONAL FLAVORS&FRAGRANC COM 10,378 10,378 New 100,050
DIAGEO P L C SPON ADR NEW 10,335 2,583 33.31 88,405
CERNER CORP COM 10,269 80 .78 157,748
DISCOVERY COMMUNICATNS NEW COM SER A 10,062 4,473 80.03 288,400
PARKER HANNIFIN CORP COM 9,997 9,997 New 76,400
CAMPBELL SOUP CO COM 9,950 80 .81 223,245
APACHE CORP COM 9,910 62 .63 154,720
FORD MTR CO DEL COM PAR $0.01 9,349 555 6.32 611,036
VAALCO ENERGY INC COM NEW 9,195 20 .22 1,813,675
SAREPTA THERAPEUTICS INC COM 9,001 49 .54 648,480
UNITED TECHNOLOGIES CORP COM 8,506 237 2.86 72,759
COPART INC COM 8,199 8,199 New 222,500
SUNCOR ENERGY INC NEW COM 7,318 3,746 104.89 228,110


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