Kornitzer Capital Management Q3 2026 Portfolio Changes

Kornitzer Capital Management Inc. has released its portfolio holdings data for the quarter ending September 30, 2026. The firm manages a substantial portfolio valued at approximately $4.75 billion, demonstrating active investment strategies across diverse sectors.

Major Purchases This Quarter

Kornitzer Capital Management Inc. has significantly increased its exposure to several companies during Q3 2026. Notably, the firm acquired a substantial position in KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS), adding over 129,000 shares and boosting its portfolio allocation to 0.19%. Similarly, the investment firm made a considerable purchase in CHIPOTLE MEXICAN GRILL CO (CMG), acquiring 140,699 shares which increased its stake to 0.10% of the total portfolio value.

Additionally, Kornitzer Capital Management significantly boosted its position in WISDOMTREE INC (WT), adding 171,168 shares in what represents a large purchase. The firm also showed strong interest in SAILPOINT INC (SAIL), acquiring a position that now accounts for 0.11% of the portfolio. Furthermore, the investment strategy included a notable increase in VIAVI SOLUTIONS INC (VIAV) shares, adding 93,330 shares to reach a 0.27% allocation, and a significant stake in PHATHOM PHARMACEUTICALS INC (PHAT), acquiring a position worth 0.01%.

Strategic Sales and Reductions

Conversely, Kornitzer Capital Management Inc. reduced its holdings in several key sectors during Q3 2026. The firm sold shares of MCDONALDS CORP (MCD), LITEHOUSE BAKERY INC (LITE), GWINNELL HOLDINGS INC (GWRE), and ECONOLYTICAL INC (ECG), aligning with its disclosed significant sell symbols.

Within its core holdings, the firm also saw reductions in several stocks. For instance, MICROSOFT CORP (MSFT) experienced a slight reduction in its portfolio allocation, decreasing by 0.005% due to a small decrease in shares. Similarly, LEVERAGED CREDIT OBLIGATIONS INC (LECO) and ECONOLYTICAL INC (ECG) saw their allocations decrease, though the specific changes weren't highlighted as top holdings exits. ECONOLYTICAL INC (ECG) specifically saw its portfolio allocation drop by 0.005%, while LEVERAGED CREDIT OBLIGATIONS INC (LECO) and ECONOLYTICAL INC (ECG) were mentioned in the significant sell list.

Overall Portfolio Strategy

The portfolio's allocation by sector remains dominated by Technology, Energy, and Healthcare, which together represent over 55% of the total value. Technology holds the largest share at 24.4%, followed by Energy at 16.94% and Healthcare at 15.12%.

Kornitzer Capital Management's actions this quarter reflect a dynamic investment approach, involving both the initiation of new positions and the reduction of existing ones. The firm's disclosed significant buy and sell symbols provide further insight into its focus areas, including potential interest in defense/security, consumer discretionary, and specific niche sectors like pharmaceuticals and credit obligations.

For detailed information on Kornitzer Capital Management Inc.'s holdings and performance, investors can refer to the firm's filing on InsiderSet.