Krensavage Asset Management, LLC Q3 2025 Filing
Filed November 17, 2025
Portfolio Value
$234.7M
Holdings
17
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | UTHUNITED THERAPEUTICS CORP | 97,646 | $40.9M | 17.44% | |
| 2 | ENTAENANTA PHARMACEUTICALS INC | 2,114,444 | $25.3M | 10.78% | |
| 3 | JAZZJAZZ PHARMACEUTICALS PLC | 167,816 | $22.1M | 9.42% | |
| 4 | BMRNBIOMARIN PHARMACEUTICAL INC | 405,450 | $22.0M | 9.36% | |
| 5 | EX9EXELIXIS INC | 518,526 | $21.4M | 9.12% | |
| 6 | SUPNSUPERNUS PHARMACEUTICALS INC | 363,479 | $17.4M | 7.40% | |
| 7 | SNYSANOFI-ADR | 323,946 | $15.3M | 6.51% | |
| 8 | AVDLAVADEL PHARMACEUTICALS | 955,860 | $14.6M | 6.22% | |
| 9 | GSKGSK PLC-SPON ADR | 271,729 | $11.7M | 5.00% | |
| 10 | CAHCARDINAL HEALTH INC | 73,745 | $11.6M | 4.93% | |
| 11 | —INDIVIOR PLC | 339,532 | $8.2M | 3.49% | |
| 12 | BNTXBIONTECH SE-ADR | 79,366 | $7.8M | 3.33% | |
| 13 | ALKSALKERMES PLC | 207,822 | $6.2M | 2.66% | |
| 14 | VNDAVANDA PHARMACEUTICALS INC | 1,180,388 | $5.9M | 2.51% | |
| 15 | REGNREGENERON PHARMACEUTICALS | 4,000 | $2.2M | 0.96% | |
| 16 | BIIBBIOGEN INC | 10,000 | $1.4M | 0.60% | |
| 17 | EOLSEVOLUS INC | 100,000 | $614K | 0.26% |