Krensavage Asset Management as of March 31, 2019
Portfolio Holdings for Krensavage Asset Management
Krensavage Asset Management holds 12 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| United Therapeutics Corporation (UTHR) | 16.0 | $59M | 505k | 117.37 | |
| McKesson Corporation (MCK) | 13.0 | $48M | 412k | 117.06 | |
| Enanta Pharmaceuticals (ENTA) | 12.3 | $46M | 476k | 95.52 | |
| Biogen Idec (BIIB) | 11.5 | $43M | 180k | 236.38 | |
| Amgen (AMGN) | 9.9 | $37M | 194k | 189.98 | |
| Gilead Sciences (GILD) | 9.8 | $36M | 559k | 65.01 | |
| Merck & Co (MRK) | 9.3 | $34M | 413k | 83.17 | |
| Elanco Animal Health (ELAN) | 7.8 | $29M | 904k | 32.07 | |
| RTI Biologics | 6.5 | $24M | 4.0M | 6.01 | |
| Invacare Corporation | 3.0 | $11M | 1.3M | 8.37 | |
| Halyard Health (AVNS) | 0.7 | $2.6M | 62k | 42.69 | |
| Digirad Corporation | 0.1 | $269k | 295k | 0.91 |
