Krensavage Asset Management, LLC Q4 2025 Filing
Filed February 18, 2026
Portfolio Value
$283.1M
Holdings
18
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | UTHUNITED THERAPEUTICS CORP | 91,282 | $44.5M | 15.71% | |
| 2 | ENTAENANTA PHARMACEUTICALS INC | 2,766,390 | $43.6M | 15.41% | |
| 3 | BMRNBIOMARIN PHARMACEUTICAL INC | 524,786 | $31.2M | 11.02% | |
| 4 | JAZZJAZZ PHARMACEUTICALS PLC | 167,816 | $28.5M | 10.08% | |
| 5 | EX9EXELIXIS INC | 493,526 | $21.6M | 7.64% | |
| 6 | AVDLAVADEL PHARMACEUTICALS | 855,860 | $18.4M | 6.51% | |
| 7 | SNYSANOFI-ADR | 323,946 | $15.7M | 5.54% | |
| 8 | SUPNSUPERNUS PHARMACEUTICALS INC | 313,499 | $15.6M | 5.50% | |
| 9 | CAHCARDINAL HEALTH INC | 73,745 | $15.2M | 5.35% | |
| 10 | —INDIVIOR PLC | 339,532 | $12.2M | 4.30% | |
| 11 | VNDAVANDA PHARMACEUTICALS INC | 1,180,388 | $10.4M | 3.68% | |
| 12 | BNTXBIONTECH SE-ADR | 99,523 | $9.5M | 3.35% | |
| 13 | GSKGSK PLC-SPON ADR | 96,729 | $4.7M | 1.68% | |
| 14 | RAREULTRAGENYX PHARMACEUTICAL IN | 149,634 | $3.4M | 1.22% | |
| 15 | REGNREGENERON PHARMACEUTICALS | 4,000 | $3.1M | 1.09% | |
| 16 | ALKSALKERMES PLC | 107,822 | $3.0M | 1.07% | |
| 17 | BIIBBIOGEN INC | 10,000 | $1.8M | 0.62% | |
| 18 | EOLSEVOLUS INC | 100,000 | $665K | 0.23% |