Krensavage Asset Management as of Sept. 30, 2019
Portfolio Holdings for Krensavage Asset Management
Krensavage Asset Management holds 10 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| United Therapeutics Corporation (UTHR) | 16.5 | $43M | 540k | 79.75 | |
| Biogen Idec (BIIB) | 15.8 | $41M | 177k | 232.82 | |
| McKesson Corporation (MCK) | 15.4 | $40M | 293k | 136.66 | |
| Gilead Sciences (GILD) | 13.4 | $35M | 552k | 63.38 | |
| Enanta Pharmaceuticals (ENTA) | 11.5 | $30M | 499k | 60.08 | |
| Alexion Pharmaceuticals | 9.6 | $25M | 255k | 97.94 | |
| Elanco Animal Health (ELAN) | 9.1 | $24M | 893k | 26.59 | |
| RTI Biologics | 4.3 | $11M | 3.9M | 2.85 | |
| Invacare Corporation | 3.5 | $9.2M | 1.2M | 7.50 | |
| Halyard Health (AVNS) | 0.8 | $2.2M | 59k | 37.46 |
