Krensavage Asset Management

Krensavage Asset Management as of Dec. 31, 2018

Portfolio Holdings for Krensavage Asset Management

Krensavage Asset Management holds 13 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
United Therapeutics Corporation (UTHR) 18.1 $54M 492k 108.90
McKesson Corporation (MCK) 15.2 $45M 408k 110.47
Enanta Pharmaceuticals (ENTA) 12.8 $38M 535k 70.83
Amgen (AMGN) 11.7 $35M 178k 194.67
Gilead Sciences (GILD) 11.2 $33M 531k 62.55
Merck & Co (MRK) 11.1 $33M 430k 76.41
Shire 8.2 $24M 140k 174.04
RTI Biologics 5.5 $16M 4.4M 3.70
Elanco Animal Health (ELAN) 2.1 $6.3M 201k 31.53
Invacare Corporation 1.9 $5.7M 1.3M 4.30
Orthofix Medical (OFIX) 1.0 $3.0M 57k 52.48
Halyard Health (AVNS) 1.0 $2.9M 65k 44.80
Digirad Corporation 0.1 $188k 330k 0.57