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.
399 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| MCDONALDS CORP | COM | 48,863 | -406 | (0.82) | 487,221 |
| CHEVRON CORP NEW | COM | 48,648 | 277 | .57 | 387,786 |
| DECKERS OUTDOOR CORP | COM | 48,630 | -9,511 | (16.36) | 909,475 |
| ROYAL DUTCH SHELL PLC | SPONS ADR A | 48,193 | 9,413 | 24.27 | 715,035 |
| PROCTER & GAMBLE CO | COM | 47,793 | 11,315 | 31.02 | 583,690 |
| BOEING CO | COM | 46,115 | -506 | (1.08) | 461,153 |
| MICROSOFT CORP | COM | 45,880 | 6,887 | 17.66 | 1,338,825 |
| BAKER HUGHES INC | COM | 45,866 | 1,031 | 2.30 | 972,348 |
| FIRSTSERVICE CORP | SUB VTG SH | 44,772 | -3,157 | (6.59) | 1,390,014 |
| VERA BRADLEY INC | COM | 44,239 | 96 | .22 | 1,851,775 |
| JOHNSON & JOHNSON | COM | 43,689 | 788 | 1.84 | 503,208 |
| APPLE INC | COM | 43,383 | 3,668 | 9.24 | 97,456 |
| REALD INC | COM | 43,356 | -5 | (0.01) | 2,850,525 |
| HIBBETT SPORTS INC | COM | 43,012 | 10,573 | 32.59 | 761,675 |
| ANGIES LIST INC | COM | 42,048 | 2,600 | 6.59 | 1,792,325 |
| GENESEE & WYO INC | CL A | 41,997 | -143 | (0.34) | 477,460 |
| NORTHERN TR CORP | COM | 41,088 | -734 | (1.75) | 716,945 |
| INSULET CORP | COM | 40,332 | 14,817 | 58.07 | 1,360,719 |
| INTERXION HOLDING N.V | SHS | 39,816 | 32,106 | 416.45 | 1,488,450 |
| ILLUMINA INC | COM | 39,313 | 2,464 | 6.69 | 559,139 |
Latest News Headlines
Multimedia Release -- Military Families Get a Memorial Day Surprise From Outback Steakhouse(R) and 10:00AM ET - GlobeNewswire
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UPDATE: News Corp Board Approves Split; Company To Take Write-Down 6:43PM ET - Dow Jones Business News
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