KORNITZER CAPITAL MANAGEMENT INC /KS
P O BOX 918, SHAWNEE MISSION, Kansas, 66201, (913) 677-7778
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 399 |
| New Positions | 38 |
| Increased Positions | 193 |
| Decreased Positions | 160 |
| Positions with Activity | 353 |
| Sold Out Positions | 14 |
| Total Mkt Value (in $ millions) |
7,333 |
Sector Weighting
| Basic Materials | 3.17% |
| Capital Goods | 4.23% |
| Conglomerates | 0.23% |
| Consumer Cyclical | 8.22% |
| Consumer/Non-Cyclical | 4% |
| Energy | 8.91% |
| Financial | 9.76% |
| Healthcare | 11.26% |
| Services | 16.07% |
| Technology | 32.39% |
| Transportation | 1.16% |
| Utilities | 0.43% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
38 New Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| LIQUIDITY SERVICES INC | COM | 53,882 | 53,882 | New | 1,414,225 |
| TUMI HLDGS INC | COM | 36,107 | 36,107 | New | 1,500,075 |
| VITAMIN SHOPPE INC | COM | 34,649 | 34,649 | New | 771,700 |
| CARBO CERAMICS INC | COM | 26,978 | 26,978 | New | 385,125 |
| WILLIAMS SONOMA INC | COM | 22,154 | 22,154 | New | 390,725 |
| PERKINELMER INC | COM | 16,688 | 16,688 | New | 525,450 |
| ARTISAN PARTNERS ASSET MGMT IN | CL A | 16,146 | 16,146 | New | 328,305 |
| WISDOMTREE INVTS INC | COM | 15,847 | 15,847 | New | 1,222,774 |
| RACKSPACE HOSTING INC | COM | 8,704 | 8,704 | New | 227,975 |
| MSC INDL DIRECT INC | CL A | 8,166 | 8,166 | New | 98,725 |
| FORTUNE BRANDS HOME & SEC INC | COM | 7,494 | 7,494 | New | 175,550 |
| ACCURAY INC | COM | 7,436 | 7,436 | New | 1,405,700 |
| TESORO LOGISTICS LP | COM UNIT LP | 6,311 | 6,311 | New | 95,000 |
| VMWARE INC | CL A COM | 5,863 | 5,863 | New | 81,000 |
| SUNCOKE ENERGY PARTNERS L P | COMUNIT REP LT | 4,374 | 4,374 | New | 200,000 |
| LINNCO LLC | COMSHS LTD INT | 3,065 | 3,065 | New | 80,475 |
| WAGEWORKS INC | COM | 1,871 | 1,871 | New | 60,000 |
| TRI POINTE HOMES INC | COM | 1,335 | 1,335 | New | 74,000 |
| UNION PAC CORP | COM | 1,182 | 1,182 | New | 7,575 |
| CYRUSONE INC | COM | 766 | 766 | New | 35,025 |
Latest News Headlines
UPDATE: News Corp Board Approves Split; Company To Take Write-Down 6:43PM ET - Dow Jones Business News
UPDATE: Visa, MasterCard Strike Back at Swipe-Fee Settlement Foes 6:32PM ET - Dow Jones Business News
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StoneMor Partners L.P. Announces Successful Results of the Tender Offer for Its Outstanding 10.25% 5:36PM ET - GlobeNewswire
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