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Kornitzer Capital Management Inc. /ks
Kornitzer Capital Management, Inc. (KCM) is a privately held, 100% employee-owned investment management firm headquartered in Mission, Kansas. Founded in 1989 by John C. Kornitzer, the firm manages assets for institutions, mutual funds (notably the Buffalo Funds), and private clients. KCM provides services through customized separately managed accounts, private client services, and institutional management for pensions, corporations, and foundations. Joe Neuberger serves as CEO. The firm is consistently ranked among the top fee-based investment advisers in the Kansas City area and is known for its client-focused, personalized portfolio management. KCM has an estimated staff size of 10-49 employees.
Investment Strategy
KCM provides discretionary investment supervisory services emphasizing traditional portfolio management techniques. Decisions are based on in-house research tailored to the specific needs and mandates of clients. Portfolios are customized per client circumstances and institutional accounts are managed according to investment policy guidelines and tax considerations. For mutual funds, particularly the Buffalo Funds, KCM pursues active, long-term management strategies across various equity styles and fixed income mandates. The firm’s philosophy centers on lifetime asset management, aiming to support clients through accumulation, preservation, and retirement phases.
Latest 13F Filing Activity
Kornitzer Capital Management Inc. /ks filed their most recent 13F report on Jun 30, 2025 disclosing 476 equity positions with a total 13F market value of $5B. The fund increased holdings in Microsoft Corp., Nvidia Corp., Vistra Corp. among other positions. Kornitzer Capital Management Inc. /ks reduced exposure to Apple Inc., Schlumberger LTD, Hess Corp. among others.
Top Holdings
Equity Positions (476)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.61% | $278.8M | 560,554 | $32.87 | $497.41 | +$62.5M |
C COST | COSTCO WHOLESALE | 1.97% | $97.7M | 98,678 | $117.35 | $989.94 | +$3.4M |
L LLY | ELI LILLY & CO COM | 1.89% | $94.0M | 120,600 | $50.61 | $779.53 | -$6.4M |
A AAPL | APPLE INC | 1.79% | $88.8M | 432,839 | $27.83 | $205.17 | -$21.2M |
A AJG | GALLAGHER ARTHUR J & CO | 1.67% | $82.8M | 258,560 | $55.62 | $320.12 | -$8.1M |
Industry Allocation
Investment Team (14)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager - Buffalo Mid Cap Fund | Mission, KS , United States | |
| Portfolio Manager | Mission, KS , United States | ||
 | Portfolio Manager - Buffalo Discovery and Buffalo Growth Funds | Mission, KS , United States | |
 | Portfolio Manager (BUFTX) | Mission, KS , United States | |
J Jamie James Cuellar | Portfolio Manager | Mission, KS , United States | |
 | Portfolio Manager | Lenexa, KS , United States | |
 | President | Milwaukee, WI , United States | |
 | Portfolio Manager | Mission, KS , United States | |
K Ken Laudan | Co-Portfolio Manager and Healthcare Specialist | Prairie Village, KS , United States | |
P Paul Dlugosch | Portfolio Manager | Leawood, KS , United States |
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