Krensavage Asset Management, LLC Q2 2025 Filing
Filed August 15, 2025
Portfolio Value
$188.9M
Holdings
15
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | UTHUNITED THERAPEUTICS CORP | 101,146 | $29.1M | 15.38% | |
| 2 | CAHCARDINAL HEALTH INC | 133,745 | $22.5M | 11.89% | |
| 3 | EX9EXELIXIS INC | 493,526 | $21.8M | 11.51% | |
| 4 | JAZZJAZZ PHARMACEUTICALS PLC | 164,816 | $17.5M | 9.26% | |
| 5 | ENTAENANTA PHARMACEUTICALS INC | 2,114,444 | $16.0M | 8.46% | |
| 6 | SUPNSUPERNUS PHARMACEUTICALS INC | 472,376 | $14.9M | 7.88% | |
| 7 | —INDIVIOR PLC | 974,474 | $14.4M | 7.60% | |
| 8 | GSKGSK PLC-SPON ADR | 271,729 | $10.4M | 5.52% | |
| 9 | AVDLAVADEL PHARMACEUTICALS | 958,877 | $8.5M | 4.49% | |
| 10 | BNTXBIONTECH SE-ADR | 73,382 | $7.8M | 4.14% | |
| 11 | SNYSANOFI-ADR | 148,946 | $7.2M | 3.81% | |
| 12 | JNJJOHNSON & JOHNSON | 40,000 | $6.1M | 3.23% | |
| 13 | ALKSALKERMES PLC | 207,822 | $5.9M | 3.15% | |
| 14 | VNDAVANDA PHARMACEUTICALS INC | 1,024,883 | $4.8M | 2.56% | |
| 15 | REGNREGENERON PHARMACEUTICALS | 4,000 | $2.1M | 1.11% |