Krensavage Asset Management as of June 30, 2019
Portfolio Holdings for Krensavage Asset Management
Krensavage Asset Management holds 10 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| McKesson Corporation (MCK) | 16.3 | $50M | 373k | 134.39 | |
| United Therapeutics Corporation (UTHR) | 13.9 | $43M | 550k | 78.06 | |
| Biogen Idec (BIIB) | 13.4 | $41M | 177k | 233.87 | |
| Enanta Pharmaceuticals (ENTA) | 13.1 | $41M | 480k | 84.38 | |
| Amgen (AMGN) | 12.9 | $40M | 215k | 184.28 | |
| Gilead Sciences (GILD) | 12.1 | $37M | 551k | 67.56 | |
| Elanco Animal Health (ELAN) | 9.8 | $30M | 892k | 33.80 | |
| RTI Biologics | 5.4 | $17M | 3.9M | 4.25 | |
| Invacare Corporation | 2.2 | $6.9M | 1.3M | 5.19 | |
| Halyard Health (AVNS) | 0.8 | $2.6M | 59k | 43.60 |
