Krensavage Asset Management as of March 31, 2015
Portfolio Holdings for Krensavage Asset Management
Krensavage Asset Management holds 23 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| United Therapeutics Corporation (UTHR) | 10.3 | $23M | 131k | 172.44 | |
| Impax Laboratories | 8.8 | $19M | 411k | 46.87 | |
| AMAG Pharmaceuticals | 8.5 | $19M | 341k | 54.66 | |
| Teva Pharmaceutical Industries (TEVA) | 7.0 | $16M | 248k | 62.30 | |
| Halyard Health | 6.8 | $15M | 304k | 49.20 | |
| Sucampo Pharmaceuticals | 6.6 | $15M | 934k | 15.56 | |
| Enanta Pharmaceuticals (ENTA) | 5.9 | $13M | 424k | 30.62 | |
| CONMED Corporation (CNMD) | 5.8 | $13M | 251k | 50.49 | |
| Merck & Co (MRK) | 5.5 | $12M | 209k | 57.48 | |
| Orthofix International Nv Com Stk | 5.1 | $11M | 310k | 35.89 | |
| Hill-Rom Holdings | 4.2 | $9.2M | 188k | 49.00 | |
| Amgen | 4.2 | $9.1M | 57k | 159.84 | |
| RTI Biologics | 3.8 | $8.4M | 1.7M | 4.94 | |
| DepoMed | 3.5 | $7.7M | 344k | 22.41 | |
| Actavis | 3.0 | $6.5M | 22k | 297.62 | |
| Invacare Corporation | 3.0 | $6.5M | 335k | 19.41 | |
| Abbvie (ABBV) | 1.9 | $4.1M | 70k | 58.54 | |
| Biota Pharmaceuticals Inc cs | 1.4 | $3.1M | 1.4M | 2.30 | |
| Indivior | 1.3 | $2.8M | 1.0M | 2.82 | |
| Theravance | 1.1 | $2.5M | 161k | 15.72 | |
| Columbia Labs | 0.9 | $2.0M | 316k | 6.21 | |
| Digirad Corporation | 0.9 | $1.9M | 420k | 4.54 | |
| Furiex Pharmaceuticals | 0.7 | $1.4M | 146k | 9.77 |
