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) |
7,323 |
Sector Weighting
| Basic Materials | 3.15% |
| Capital Goods | 4.23% |
| Conglomerates | 0.24% |
| Consumer Cyclical | 8.23% |
| Consumer/Non-Cyclical | 4.04% |
| Energy | 8.9% |
| Financial | 9.75% |
| Healthcare | 11.24% |
| Services | 16.05% |
| Technology | 32.41% |
| Transportation | 1.16% |
| Utilities | 0.44% |
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 |
|---|---|---|---|---|---|
| ACCURAY INC | COM | 7,296 | 7,296 | New | 1,405,700 |
| ALLIANCEBERNSTEIN HOLDING LP | UNIT LTD PARTN | 252 | 252 | New | 10,000 |
| ARTISAN PARTNERS ASSET MGMT IN | CL A | 16,258 | 16,258 | New | 328,305 |
| BHP BILLITON PLC | SPONSORED ADR | 175 | 175 | New | 3,000 |
| BUTLER NATL CORP | COM | 7 | 7 | New | 40,000 |
| CARBO CERAMICS INC | COM | 26,905 | 26,905 | New | 385,125 |
| CYRUSONE INC | COM | 767 | 767 | New | 35,025 |
| DEVON ENERGY CORP NEW | COM | 254 | 254 | New | 4,400 |
| DOUBLE EAGLE PETE CO | COM PAR $0.10 | 95 | 95 | New | 21,500 |
| FORTUNE BRANDS HOME & SEC INC | COM | 7,507 | 7,507 | New | 175,550 |
| HALCON RES CORP | COM NEW | 125 | 125 | New | 22,500 |
| LINNCO LLC | COMSHS LTD INT | 3,052 | 3,052 | New | 80,475 |
| LIQUIDITY SERVICES INC | COM | 53,415 | 53,415 | New | 1,414,225 |
| MEADWESTVACO CORP | COM | 245 | 245 | New | 7,000 |
| MODEL N INC | COM | 608 | 608 | New | 30,000 |
| MOLYCORP INC DEL | COM | 94 | 94 | New | 14,000 |
| MSC INDL DIRECT INC | CL A | 8,156 | 8,156 | New | 98,725 |
| MUELLER PAUL CO | COM | 205 | 205 | New | 10,000 |
| PERKINELMER INC | COM | 16,673 | 16,673 | New | 525,450 |
| PHILIP MORRIS INTL INC | COM | 243 | 243 | New | 2,580 |
Latest News Headlines
Multimedia Release -- Military Families Get a Memorial Day Surprise From Outback Steakhouse(R) and 10:00AM ET - GlobeNewswire
BP, Shell, Statoil in U.S. Lawsuit Over Alleged Oil Manipulation -FT 8:29AM ET - Dow Jones Business News
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
Berkshire's Weschler Reveals Personal Stakes in DaVita, DirecTV 6:18PM ET - Dow Jones Business News
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