Filed: 8/15/2025ACC: 0001609251-25-000006
📋 What this filing means
KRENSAVAGE ASSET MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 15 equity positions with a total reported market value of $188.9K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
15
Positions
$188.9K
Total AUM (reported)
7.18M
Total Shares
Allocation by class
COM$188.9K100.0%
Portfolio Concentration
Top 3$73.3K38.8%
4–10$89.5K47.4%
11–25$26.2K13.9%
Top 3 weight
38.8%
Top 10 weight
86.1%
Voting Authority Distribution
Total shares with voting rights: 7.18M
Sole
Full voting authority
7.18M
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)
Sole15
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings15
Rows:
UNITED THERAPEUTICS CORP
SOLEShares101.15K
TypeSH
Market value$29.1K
15.38%
Sole
101.15K
Shared
0.00
None
0.00
CARDINAL HEALTH INC
SOLEShares133.75K
TypeSH
Market value$22.5K
11.89%
Sole
133.75K
Shared
0.00
None
0.00
EXELIXIS INC
SOLEShares493.53K
TypeSH
Market value$21.8K
11.51%
Sole
493.53K
Shared
0.00
None
0.00
JAZZ PHARMACEUTICALS PLC
SOLEShares164.82K
TypeSH
Market value$17.5K
9.26%
Sole
164.82K
Shared
0.00
None
0.00
ENANTA PHARMACEUTICALS INC
SOLEShares2.11M
TypeSH
Market value$16.0K
8.46%
Sole
2.11M
Shared
0.00
None
0.00
SUPERNUS PHARMACEUTICALS INC
SOLEShares472.38K
TypeSH
Market value$14.9K
7.88%
Sole
472.38K
Shared
0.00
None
0.00
INDIVIOR PLC
SOLEShares974.47K
TypeSH
Market value$14.4K
7.60%
Sole
974.47K
Shared
0.00
None
0.00
GSK PLC-SPON ADR
SOLEShares271.73K
TypeSH
Market value$10.4K
5.52%
Sole
271.73K
Shared
0.00
None
0.00
AVADEL PHARMACEUTICALS
SOLEShares958.88K
TypeSH
Market value$8.5K
4.49%
Sole
958.88K
Shared
0.00
None
0.00
BIONTECH SE-ADR
SOLEShares73.38K
TypeSH
Market value$7.8K
4.14%
Sole
73.38K
Shared
0.00
None
0.00
SANOFI-ADR
SOLEShares148.95K
TypeSH
Market value$7.2K
3.81%
Sole
148.95K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares40K
TypeSH
Market value$6.1K
3.23%
Sole
40K
Shared
0.00
None
0.00
ALKERMES PLC
SOLEShares207.82K
TypeSH
Market value$5.9K
3.15%
Sole
207.82K
Shared
0.00
None
0.00
VANDA PHARMACEUTICALS INC
SOLEShares1.02M
TypeSH
Market value$4.8K
2.56%
Sole
1.02M
Shared
0.00
None
0.00
REGENERON PHARMACEUTICALS
SOLEShares4K
TypeSH
Market value$2.1K
1.11%
Sole
4K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UNITED THERAPEUTICS CORPSOLE | COM | 101.15K | SH | $29.1K 15.38% | 101.15K | 0.00 | 0.00 |
CARDINAL HEALTH INCSOLE | COM | 133.75K | SH | $22.5K 11.89% | 133.75K | 0.00 | 0.00 |
EXELIXIS INCSOLE | COM | 493.53K | SH | $21.8K 11.51% | 493.53K | 0.00 | 0.00 |
JAZZ PHARMACEUTICALS PLCSOLE | COM | 164.82K | SH | $17.5K 9.26% | 164.82K | 0.00 | 0.00 |
ENANTA PHARMACEUTICALS INCSOLE | COM | 2.11M | SH | $16.0K 8.46% | 2.11M | 0.00 | 0.00 |
SUPERNUS PHARMACEUTICALS INCSOLE | COM | 472.38K | SH | $14.9K 7.88% | 472.38K | 0.00 | 0.00 |
INDIVIOR PLCSOLE | COM | 974.47K | SH | $14.4K 7.60% | 974.47K | 0.00 | 0.00 |
GSK PLC-SPON ADRSOLE | COM | 271.73K | SH | $10.4K 5.52% | 271.73K | 0.00 | 0.00 |
AVADEL PHARMACEUTICALSSOLE | COM | 958.88K | SH | $8.5K 4.49% | 958.88K | 0.00 | 0.00 |
BIONTECH SE-ADRSOLE | COM | 73.38K | SH | $7.8K 4.14% | 73.38K | 0.00 | 0.00 |
SANOFI-ADRSOLE | COM | 148.95K | SH | $7.2K 3.81% | 148.95K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 40K | SH | $6.1K 3.23% | 40K | 0.00 | 0.00 |
ALKERMES PLCSOLE | COM | 207.82K | SH | $5.9K 3.15% | 207.82K | 0.00 | 0.00 |
VANDA PHARMACEUTICALS INCSOLE | COM | 1.02M | SH | $4.8K 2.56% | 1.02M | 0.00 | 0.00 |
REGENERON PHARMACEUTICALSSOLE | COM | 4K | SH | $2.1K 1.11% | 4K | 0.00 | 0.00 |