Krensavage Asset Management as of Sept. 30, 2018
Portfolio Holdings for Krensavage Asset Management
Krensavage Asset Management holds 14 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| United Therapeutics Corporation (UTHR) | 16.0 | $62M | 486k | 127.88 | |
| McKesson Corporation (MCK) | 13.2 | $52M | 388k | 132.65 | |
| Amgen (AMGN) | 11.3 | $44M | 213k | 207.29 | |
| Enanta Pharmaceuticals (ENTA) | 11.2 | $44M | 511k | 85.46 | |
| Gilead Sciences (GILD) | 10.7 | $42M | 540k | 77.21 | |
| Merck & Co (MRK) | 9.3 | $36M | 511k | 70.94 | |
| Shire | 6.7 | $26M | 145k | 181.27 | |
| RTI Biologics | 5.2 | $20M | 4.5M | 4.50 | |
| Orthofix Medical (OFIX) | 4.6 | $18M | 310k | 57.81 | |
| Siemens Healthineers (SEMHF) | 4.5 | $17M | 396k | 43.83 | |
| Invacare Corporation | 4.0 | $16M | 1.1M | 14.55 | |
| Elanco Animal Health (ELAN) | 1.8 | $7.0M | 200k | 34.89 | |
| Halyard Health (AVNS) | 1.3 | $5.1M | 74k | 68.50 | |
| Digirad Corporation | 0.1 | $499k | 333k | 1.50 |
