Filed: 5/15/2025ACC: 0001609251-25-000004
📋 What this filing means
KRENSAVAGE ASSET MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 14 equity positions with a total reported market value of $180.9K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
14
Positions
$180.9K
Total AUM (reported)
7.27M
Total Shares
Allocation by class
COM$180.9K100.0%
Portfolio Concentration
Top 3$88.7K49.0%
4–10$74.3K41.1%
11–25$17.9K9.9%
Top 3 weight
49.0%
Top 10 weight
90.1%
Voting Authority Distribution
Total shares with voting rights: 7.27M
Sole
Full voting authority
7.27M
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)
Sole14
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings14
Rows:
EXELIXIS INC
SOLEShares878.53K
TypeSH
Market value$32.4K
17.93%
Sole
878.53K
Shared
0.00
None
0.00
UNITED THERAPEUTICS CORP
SOLEShares98.23K
TypeSH
Market value$30.3K
16.74%
Sole
98.23K
Shared
0.00
None
0.00
CARDINAL HEALTH INC
SOLEShares188.75K
TypeSH
Market value$26.0K
14.38%
Sole
188.75K
Shared
0.00
None
0.00
SUPERNUS PHARMACEUTICALS INC
SOLEShares431.99K
TypeSH
Market value$14.1K
7.82%
Sole
431.99K
Shared
0.00
None
0.00
JAZZ PHARMACEUTICALS PLC
SOLEShares100.70K
TypeSH
Market value$12.5K
6.91%
Sole
100.70K
Shared
0.00
None
0.00
ENANTA PHARMACEUTICALS INC
SOLEShares2.12M
TypeSH
Market value$11.7K
6.46%
Sole
2.12M
Shared
0.00
None
0.00
GSK PLC-SPON ADR
SOLEShares272K
TypeSH
Market value$10.5K
5.83%
Sole
272K
Shared
0.00
None
0.00
INDIVIOR PLC
SOLEShares965.37K
TypeSH
Market value$9.2K
5.09%
Sole
965.37K
Shared
0.00
None
0.00
SANOFI-ADR
SOLEShares149.10K
TypeSH
Market value$8.3K
4.57%
Sole
149.10K
Shared
0.00
None
0.00
BIONTECH SE-ADR
SOLEShares87.56K
TypeSH
Market value$8.0K
4.41%
Sole
87.56K
Shared
0.00
None
0.00
AVADEL PHARMACEUTICALS
SOLEShares950K
TypeSH
Market value$7.4K
4.11%
Sole
950K
Shared
0.00
None
0.00
ALKERMES PLC
SOLEShares207.82K
TypeSH
Market value$6.9K
3.79%
Sole
207.82K
Shared
0.00
None
0.00
VANDA PHARMACEUTICALS INC
SOLEShares754.38K
TypeSH
Market value$3.5K
1.91%
Sole
754.38K
Shared
0.00
None
0.00
MURAL ONCOLOGY PLC
SOLEShares70.26K
TypeSH
Market value$89.00
0.05%
Sole
70.26K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
EXELIXIS INCSOLE | COM | 878.53K | SH | $32.4K 17.93% | 878.53K | 0.00 | 0.00 |
UNITED THERAPEUTICS CORPSOLE | COM | 98.23K | SH | $30.3K 16.74% | 98.23K | 0.00 | 0.00 |
CARDINAL HEALTH INCSOLE | COM | 188.75K | SH | $26.0K 14.38% | 188.75K | 0.00 | 0.00 |
SUPERNUS PHARMACEUTICALS INCSOLE | COM | 431.99K | SH | $14.1K 7.82% | 431.99K | 0.00 | 0.00 |
JAZZ PHARMACEUTICALS PLCSOLE | COM | 100.70K | SH | $12.5K 6.91% | 100.70K | 0.00 | 0.00 |
ENANTA PHARMACEUTICALS INCSOLE | COM | 2.12M | SH | $11.7K 6.46% | 2.12M | 0.00 | 0.00 |
GSK PLC-SPON ADRSOLE | COM | 272K | SH | $10.5K 5.83% | 272K | 0.00 | 0.00 |
INDIVIOR PLCSOLE | COM | 965.37K | SH | $9.2K 5.09% | 965.37K | 0.00 | 0.00 |
SANOFI-ADRSOLE | COM | 149.10K | SH | $8.3K 4.57% | 149.10K | 0.00 | 0.00 |
BIONTECH SE-ADRSOLE | COM | 87.56K | SH | $8.0K 4.41% | 87.56K | 0.00 | 0.00 |
AVADEL PHARMACEUTICALSSOLE | COM | 950K | SH | $7.4K 4.11% | 950K | 0.00 | 0.00 |
ALKERMES PLCSOLE | COM | 207.82K | SH | $6.9K 3.79% | 207.82K | 0.00 | 0.00 |
VANDA PHARMACEUTICALS INCSOLE | COM | 754.38K | SH | $3.5K 1.91% | 754.38K | 0.00 | 0.00 |
MURAL ONCOLOGY PLCSOLE | COM | 70.26K | SH | $89.00 0.05% | 70.26K | 0.00 | 0.00 |