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Portfolio (Quarterly) Guide ↗

KORNITZER CAPITAL MANAGEMENT INC /KS

· CIK 0000898358
13F Portfolio $4.8B AUM 508 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 35 New 82 Added 204 Reduced 28 Exited
Page 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 FMC FMC CORP Basic Materials 10,667 $359K 0.01% SOLD
22 ALAB ASTERA LABS INC Technology 1,825 $357K 0.01% SOLD
23 COMMERCE.COM 53,800 $268K 0.01% SOLD
24 PAG PENSKE AUTOMOTIVE GROUP INC Consumer Cyclical 1,271 $221K 0.00% SOLD
25 CARR CARRIER GLOBAL CORPORATION Industrials 3,694 $221K 0.00% SOLD
26 AIR LIQUIDE SA ADR (FRENCH FEE 5,069 $211K 0.00% SOLD
27 BUTLER NATIONAL CORP 12,000 $24K SOLD
28 ADAPTIMMUNE THERAPEUTICS-ADR 10,000 $1K SOLD
Page 2 of 2  ·  28 positions
Sector Allocation
Technology 22.5%
Healthcare 15.9%
Energy 13.5%
Industrials 10.7%
Financial Services 10.1%
Consumer Defensive 9.9%
Communication Services 6.4%
Consumer Cyclical 5.6%
Basic Materials 3.1%
Real Estate 1.2%