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Kornitzer Capital Management, Inc.
John C. Kornitzer · Asset Manager · Value
Kornitzer Capital Management, Inc. (KCM) is a privately-held, employee-owned investment management firm founded in 1989 by John C. Kornitzer. Based in Mission, Kansas, the firm provides personalized investment advisory services to private clients, institutions, and its own family of no-load mutual funds, the Buffalo Funds. KCM specializes in creating customized portfolios using traditional management techniques across equity and fixed-income strategies. The firm's history is rooted in fundamental research and a long-term approach to wealth preservation and growth, catering to a diverse range of clients including corporate executives and high-net-worth individuals.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +17.8% |
| YTD return | +11.7% |
| Sharpe ratio | 3.42 |
| Win rate | 42% |
| AUM | $1.9B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.9B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://kornitzercapitalmanagement.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| MSFT | Microsoft Corporation | 13.2% | -0.2% |
| CVX | Chevron Corp | 10.0% | +32.4% |
| AAPL | Apple Inc | 6.6% | +29.8% |
| LLY | Eli Lilly and Company | 6.4% | +33.3% |
| GOOGL | Alphabet Inc Class A | 6.3% | +31.5% |
| XOM | Exxon Mobil Corp | 5.6% | +38.2% |
| CSCO | Cisco Systems Inc | 4.7% | +50.1% |
| COST | Costco Wholesale Corp | 4.5% | -3.6% |
| JNJ | Johnson & Johnson | 4.5% | +38.7% |
| APA | APA Corporation | 4.1% | +31.7% |
| KMI | Kinder Morgan Inc | 4.1% | +11.2% |
| MRK | Merck & Company Inc | 4.1% | +49.3% |
| COP | ConocoPhillips | 3.6% | +14.2% |
| NVDA | NVIDIA Corporation | 3.6% | +13.7% |
| WM | Waste Management Inc | 3.4% | -4.4% |
| SLB | Schlumberger NV | 3.2% | -4.9% |
| IBM | International Business Machines | 3.1% | -3.2% |
| QCOM | Qualcomm Incorporated | 3.1% | -2.3% |
| AJG | Arthur J Gallagher & Co | 3.0% | -5.0% |
| PEP | PepsiCo Inc | 2.9% | -4.8% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | SELL | AMZN | 3.1% → 0.0% |
| Sep 14, 2026 | BUY | MRK | 3.8% → 4.1% |
| Sep 14, 2026 | SELL | IBM | 3.1% → 3.1% |
| Sep 14, 2026 | BUY | NVDA | 3.7% → 3.6% |
| Sep 14, 2026 | SELL | AAPL | 6.4% → 6.6% |
Investment Style Analysis
Kornitzer Capital Management, Inc. is widely recognized for employing a Value strategy. As of Sep 18, 2026, the firm oversees approximately $1.9B in assets under management (AUM). The portfolio demonstrates a clear preference for the Oil & Gas Integrated and Drug Manufacturers - General sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, Kornitzer Capital Management, Inc. made a significant move by reducing the position in AMZN. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
KCM’s investment philosophy is centered on a disciplined, unemotional, and research-driven approach that prioritizes long-term resilience and growth. The firm emphasizes fundamental analysis to identify high-quality securities, often finding opportunities during periods of market pessimism. Its strategy focuses on responding to actual market events rather than speculation, maintaining well-diversified portfolios, and aligning interests by investing alongside its clients. KCM aims to achieve client-specific financial goals through various life stages by balancing risk and reward without over-relying on short-term sentiment.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Kornitzer Capital Management, Inc..
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Frequently asked questions
How is the simulated portfolio for Kornitzer Capital Management, Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Kornitzer Capital Management, Inc.'s largest holding?
As of the latest filing, Kornitzer Capital Management, Inc.'s top position is Microsoft Corporation (MSFT), representing 13.2% of the portfolio. This reflects a high-conviction bet by the institution.
What is Kornitzer Capital Management, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +17.8% with a win rate of 42%. Notably, the portfolio maintains a Sharpe Ratio of 3.42, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Kornitzer Capital Management, Inc. primarily invest in?
Kornitzer Capital Management, Inc. has a strong preference for the Oil & Gas Integrated sector, which makes up 15.6% of their disclosed assets. The portfolio also has exposure to Drug Manufacturers - General, indicating a specific thematic focus.
Is Kornitzer Capital Management, Inc.'s portfolio concentrated or diversified?
Kornitzer Capital Management, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 29.9% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Kornitzer Capital Management, Inc. performed in 2026?
Our AI-simulated model portfolio for Kornitzer Capital Management, Inc. tracks a Year-to-Date (YTD) return of +11.7%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does John C. Kornitzer manage Kornitzer Capital Management, Inc. directly?
Yes, John C. Kornitzer serves as the key portfolio manager for Kornitzer Capital Management, Inc., overseeing the investment strategy and final capital allocation decisions.