Krensavage Asset Management as of Dec. 31, 2018
Portfolio Holdings for Krensavage Asset Management
Krensavage Asset Management holds 12 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) | 19.4 | $57M | 493k | 115.93 | |
| McKesson Corporation (MCK) | 17.6 | $52M | 408k | 127.05 | |
| Enanta Pharmaceuticals (ENTA) | 14.9 | $44M | 536k | 82.24 | |
| Gilead Sciences (GILD) | 12.4 | $37M | 532k | 68.90 | |
| Amgen (AMGN) | 12.0 | $36M | 179k | 198.77 | |
| Merck & Co (MRK) | 10.6 | $31M | 430k | 72.95 | |
| RTI Biologics | 6.4 | $19M | 4.5M | 4.25 | |
| Invacare Corporation | 2.4 | $7.1M | 1.3M | 5.33 | |
| Elanco Animal Health (ELAN) | 2.1 | $6.2M | 201k | 30.60 | |
| Orthofix Medical (OFIX) | 1.0 | $3.0M | 56k | 53.09 | |
| Halyard Health (AVNS) | 1.0 | $2.9M | 65k | 45.31 | |
| Digirad Corporation | 0.1 | $240k | 320k | 0.75 |
