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Portfolio (Quarterly) Guide ↗

KORNITZER CAPITAL MANAGEMENT INC /KS

· CIK 0000898358
13F Portfolio $5.0B AUM Filed Oct 31, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 501 New
Page 23 of 26  ·  501 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 CHCT COMMUNITY HEALTHCARE TRUST INC Real Estate 44,600.0 $682K 0.01% NEW $15.30 +10.3%
442 WDS WOODSIDE ENERGY GROUP ADR Energy 45,051.0 $678K 0.01% NEW $15.05 +48.3%
443 FSLR FIRST SOLAR, INC Energy 3,020.0 $666K 0.01% NEW $220.53 +5.0%
444 AMT AMERICAN TOWER CORP (REIT) Real Estate 3,400.0 $654K 0.01% NEW $192.32 -11.3%
445 SN SHARK NINJA INC Consumer Cyclical 6,295.0 $649K 0.01% NEW $103.15 +3.4%
446 HOLOGIC INC 9,450.0 $638K 0.01% NEW $67.49
447 TDC TERADATA CORPORATION Technology 29,000.0 $624K 0.01% NEW $21.51 +55.6%
448 LOVE THE LOVESAC CO Consumer Cyclical 35,450.0 $600K 0.01% NEW $16.93 -9.5%
449 KVUE KENVUE, INC Consumer Defensive 36,880.0 $599K 0.01% NEW $16.23 +5.9%
450 TT TRANE TECHNOLOGIES PLC Industrials 1,418.0 $598K 0.01% NEW $421.96 +14.2%
451 WAB WESTINGHOUSE AIR BRAKE TECH CO Industrials 2,975.0 $596K 0.01% NEW $200.47 +34.4%
452 GDYN GRID DYNAMICS HOLDINGS INC Technology 77,000.0 $594K 0.01% NEW $7.71 -16.1%
453 LASR NLIGHT INC Technology 20,000.0 $593K 0.01% NEW $29.63 +174.5%
454 TXN TEXAS INSTRUMENTS INC. Technology 3,175.0 $583K 0.01% NEW $183.73 +66.7%
455 OKTA OKTA, INC Technology 6,300.0 $578K 0.01% NEW $91.70 -11.6%
456 ITW ILLINOIS TOOL WORKS INC Industrials 2,164.0 $564K 0.01% NEW $260.76 -3.8%
457 CMG CHIPOTLE MEXICAN GRILL- CLASS Consumer Cyclical 13,945.0 $547K 0.01% NEW $39.19 -16.7%
458 CAT CATERPILLAR INC Industrials 1,142.0 $545K 0.01% NEW $477.15 +86.2%
459 PMTS CPI CARD GROUP INC Financial Services 35,000.0 $530K 0.01% NEW $15.14 +6.5%
460 CHD CHURCH & DWIGHT CO. INC. Consumer Defensive 6,030.0 $528K 0.01% NEW $87.63 +7.3%
Page 23 of 26  ·  501 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.5%
Healthcare 14.5%
Energy 13.1%
Industrials 11.0%
Consumer Defensive 10.8%
Financial Services 10.0%
Communication Services 6.2%
Consumer Cyclical 5.7%
Basic Materials 2.9%
Real Estate 1.3%