Filed: 2/18/2025ACC: 0001609251-25-000001
📋 What this filing means
KRENSAVAGE ASSET MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $169.0K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$169.0K
Total AUM (reported)
4.59M
Total Shares
Allocation by class
COM$169.0K100.0%
Portfolio Concentration
Top 3$89.3K52.9%
4–10$77.6K45.9%
11–25$2.0K1.2%
Top 3 weight
52.9%
Top 10 weight
98.8%
Voting Authority Distribution
Total shares with voting rights: 4.59M
Sole
Full voting authority
4.59M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole12
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings12
Rows:
UNITED THERAPEUTICS CORP
SOLEShares150.21K
TypeSH
Market value$32.5K
19.22%
Sole
150.21K
Shared
0.00
None
0.00
EXELIXIS INC
SOLEShares1.28M
TypeSH
Market value$32.2K
19.03%
Sole
1.28M
Shared
0.00
None
0.00
CARDINAL HEALTH INC
SOLEShares210.26K
TypeSH
Market value$24.7K
14.61%
Sole
210.26K
Shared
0.00
None
0.00
BIOGEN INC
SOLEShares113.50K
TypeSH
Market value$16.7K
9.85%
Sole
113.50K
Shared
0.00
None
0.00
JAZZ PHARMACEUTICALS PLC
SOLEShares110.26K
TypeSH
Market value$13.0K
7.71%
Sole
110.26K
Shared
0.00
None
0.00
ENANTA PHARMACEUTICALS INC
SOLEShares1.50M
TypeSH
Market value$12.2K
7.20%
Sole
1.50M
Shared
0.00
None
0.00
INDIVIOR PLC
SOLEShares701.87K
TypeSH
Market value$11.6K
6.88%
Sole
701.87K
Shared
0.00
None
0.00
BIONTECH SE-ADR
SOLEShares93.58K
TypeSH
Market value$10.1K
5.98%
Sole
93.58K
Shared
0.00
None
0.00
SANOFI-ADR
SOLEShares353.00
TypeSH
Market value$7.2K
4.26%
Sole
353.00
Shared
0.00
None
0.00
ALKERMES PLC
SOLEShares251.50K
TypeSH
Market value$6.8K
4.05%
Sole
251.50K
Shared
0.00
None
0.00
VANDA PHARMACEUTICALS INC
SOLEShares100.33K
TypeSH
Market value$1.8K
1.07%
Sole
100.33K
Shared
0.00
None
0.00
MURAL ONCOLOGY PLC
SOLEShares75.87K
TypeSH
Market value$226.00
0.13%
Sole
75.87K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UNITED THERAPEUTICS CORPSOLE | COM | 150.21K | SH | $32.5K 19.22% | 150.21K | 0.00 | 0.00 |
EXELIXIS INCSOLE | COM | 1.28M | SH | $32.2K 19.03% | 1.28M | 0.00 | 0.00 |
CARDINAL HEALTH INCSOLE | COM | 210.26K | SH | $24.7K 14.61% | 210.26K | 0.00 | 0.00 |
BIOGEN INCSOLE | COM | 113.50K | SH | $16.7K 9.85% | 113.50K | 0.00 | 0.00 |
JAZZ PHARMACEUTICALS PLCSOLE | COM | 110.26K | SH | $13.0K 7.71% | 110.26K | 0.00 | 0.00 |
ENANTA PHARMACEUTICALS INCSOLE | COM | 1.50M | SH | $12.2K 7.20% | 1.50M | 0.00 | 0.00 |
INDIVIOR PLCSOLE | COM | 701.87K | SH | $11.6K 6.88% | 701.87K | 0.00 | 0.00 |
BIONTECH SE-ADRSOLE | COM | 93.58K | SH | $10.1K 5.98% | 93.58K | 0.00 | 0.00 |
SANOFI-ADRSOLE | COM | 353.00 | SH | $7.2K 4.26% | 353.00 | 0.00 | 0.00 |
ALKERMES PLCSOLE | COM | 251.50K | SH | $6.8K 4.05% | 251.50K | 0.00 | 0.00 |
VANDA PHARMACEUTICALS INCSOLE | COM | 100.33K | SH | $1.8K 1.07% | 100.33K | 0.00 | 0.00 |
MURAL ONCOLOGY PLCSOLE | COM | 75.87K | SH | $226.00 0.13% | 75.87K | 0.00 | 0.00 |