Krensavage Asset Management as of June 30, 2018
Portfolio Holdings for Krensavage Asset Management
Krensavage Asset Management holds 14 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| United Therapeutics Corporation (UTHR) | 15.9 | $63M | 552k | 113.15 | |
| Enanta Pharmaceuticals (ENTA) | 15.4 | $60M | 519k | 115.90 | |
| Amgen (AMGN) | 11.5 | $45M | 244k | 184.59 | |
| McKesson Corporation (MCK) | 11.1 | $43M | 324k | 133.40 | |
| Gilead Sciences (GILD) | 9.6 | $38M | 533k | 70.84 | |
| Merck & Co (MRK) | 8.0 | $31M | 515k | 60.70 | |
| Shire | 6.2 | $24M | 143k | 168.80 | |
| RTI Biologics | 5.2 | $21M | 4.5M | 4.60 | |
| Invacare Corporation | 5.0 | $20M | 1.1M | 18.60 | |
| Orthofix International Nv Com Stk | 4.3 | $17M | 300k | 56.82 | |
| Siemens Healthineers (SEMHF) | 4.2 | $17M | 400k | 41.43 | |
| Halyard Health | 2.7 | $10M | 183k | 57.25 | |
| Juniper Pharmaceuticals Incorporated | 0.7 | $2.7M | 309k | 8.70 | |
| Digirad Corporation | 0.1 | $516k | 333k | 1.55 |
