KORNITZER CAPITAL MANAGEMENT INC /KS Q1 2021 Filing

Filed April 30, 2021

Portfolio Value

$6.2B

Holdings

489

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (489 positions)

StockValue
UNHUNITEDHEALTH GROUP, INC.
$11.7M
TXRHTEXAS ROADHOUSE INC-CL A
$11.6M
REALTHE RealReal
$11.6M
TRWHEURBALLY'S CORPORATION
$11.4M
HDHOME DEPOT INC
$11.1M
AONAON PLC
$11.0M
SHOOSTEVEN MADDEN, LTD.
$11.0M
EHCENCOMPASS HEALTH CORPORATION
$11.0M
VRCAVERRICA PHARMACEUTICALS INC
$10.9M
DAVAENDAVA PLC - ADR
$10.9M
HUBSHUBSPOT INC
$10.7M
MARMARRIOTT INTERNATIONAL CLASS A
$10.7M
ABJAABB LTD (SW)
$10.5M
MCDMCDONALD'S CORP
$10.4M
MORNMORNINGSTAR INC.
$10.3M
CLCOLGATE PALMOLIVE CO
$10.2M
RSGREPUBLIC SERVICES INC
$10.0M
NSCNORFOLK SOUTHERN CORP
$9.9M
GLWCORNING INC
$9.7M
ESTAESTABLISHMENT LABS HOLDINGS
$9.5M
IBNICICI BANK LTD. - SPON ADR (IN
$9.3M
DISDISNEY (WALT) CO.
$9.2M
GDOTGREEN DOT CORP - CLASS A
$9.1M
EP3ORASURE TECHNOLOGIES INC.
$8.9M
MGPIMGP INGREDIENTS INC
$8.8M
DMTKQDermTech Inc
$8.8M
UNPUNION PACIFIC
$8.6M
HYDROFARM HOLDINGS GROUP INC
$8.5M
LGFEURLIONS GATE ENTERTAINMENT CL A
$8.5M
CBRECBRE GROUP INC - CL A
$8.5M
SITESITEONE LANDSCAPE SUPPLY INC
$8.4M
DSPVIANT TECHNOLOGY INC
$8.4M
TCEHYTENCENT HOLDINGS LIMITED
$8.3M
MAMASTERCARD INC-CLASS A
$8.3M
CAGCONAGRA BRANDS
$8.1M
LGF/BEURLIONS GATE ENTERTAINMENT CL B
$8.1M
KHCKRAFT HEINZ CO
$8.0M
HPHELMERICH & PAYNE INC
$8.0M
SAPSAP AKTIENGESLLSCHAFT AG ADR (
$8.0M
TECHBIO-TECHE CORPORATION
$7.9M
PAYXPAYCHEX COM
$7.8M
CNRCANADIAN NATIONAL RAILWAY CO
$7.8M
PBIPITNEY BOWES INC
$7.7M
TWLOTWILIO INC - A
$7.6M
BWABORG WARNER INC
$7.5M
HONHONEYWELL INTERNATIONAL INC.
$7.4M
WINGWINGSTOP INC
$7.4M
ULUNILEVER PLC ADR (TICKER UL)
$7.4M
DGDOLLAR GENERAL CORP
$7.2M
BUNGE LTD
$7.0M
J P MORGAN CHASE
$6.7M
BDSXBIODESIX
$6.6M
FMCFMC CORP
$6.6M
VEEVVEEVA SYSTEMS INC CL A
$6.5M
LINLINDE AG
$6.4M
DHRDANAHER CORP
$6.0M
NTRSNORTHERN TRUST CORP
$5.9M
SHIFT TECHNOLOGIES INC
$5.8M
MPCMARATHON PETROLEUM CORP
$5.7M
PSXPHILLIPS 66
$5.5M
NEMNEWMONT CORPORATION
$5.4M
AMGNAMGEN
$5.4M
TRIPTRIPADVISOR INC
$5.4M
CRMSALESFORCE COM INC
$5.2M
IPINTERNATIONAL PAPER
$5.2M
ABBVABBVIE INC COM
$5.2M
NKENIKE INC
$5.1M
NVONOVO-NORDISK A/S-SPONS ADR
$5.1M
KDPKEURIG DR PEPPER INC
$5.1M
DKLDELEK LOGISTICS PARTNERS LP (A
$5.0M
DDDUPONT DE NEMOURS INC (DD)
$5.0M
SNYSANOFI SPONSORED (FR)- trds w/
$4.9M
IAC/INTERACTIVECORP
$4.9M
CMCSACOMCAST CORP CLASS A
$4.9M
SNNSMITH & NEPHEW PLC - SPONSORED
$4.8M
SAMBOSTON BEER COMPANY CLASS A
$4.7M
AVGOBROADCOM INC (AVGO)
$4.6M
GRFSGRIFOLS SA-ADR
$4.5M
NOWSERVICENOW
$4.0M
LUV 1.25 05/01/25SOUTHWEST AIRLINES CO (LUV) -
$3.9M
RTXRAYTHEON TECHNOLOGIES CORP
$3.9M
RHCRH PLC - SPONS ADR
$3.8M
BUDANHEUSER-BUSCH COMPANIES INC
$3.8M
ELESTEE LAUDER - CLASS A
$3.7M
INTUINTUIT INC
$3.7M
SBUXSTARBUCKS CORP
$3.6M
EAELECTRONIC ARTS INC
$3.6M
J2 GLOBAL COMMUNICATIONS (JCOM
$3.5M
BACBANK OF AMERICA CORP
$3.5M
SSNCSS&C TECHNOLOGIES INC
$3.4M
MKTXMARKETAXESS HOLDINGS, INC.
$3.4M
RVNC 1.75 02/15/27REVANCE THERAPEUTICS INC (RVNC
$3.4M
ADBEADOBE INC
$3.3M
ABT2EURABSOLUTE SOFTWARE CORPORATION
$3.3M
ERICERICSSON L.M. CO CLASS B-SPON
$3.3M
COOTHE COOPER COS INC
$3.3M
KMXCARMAX INC
$3.3M
ADIANALOG DEVICES
$3.2M
ITGARTNER INC
$3.2M
CHCTCOMMUNITY HEALTHCARE TRUST INC
$3.2M
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