Filed: 11/17/2025ACC: 0001609251-25-000007
📋 What this filing means
KRENSAVAGE ASSET MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 17 equity positions with a total reported market value of $234.7K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
17
Positions
$234.7K
Total AUM (reported)
7.21M
Total Shares
Allocation by class
COM$234.7K100.0%
Portfolio Concentration
Top 3$88.4K37.6%
4–10$113.9K48.5%
11–25$32.4K13.8%
Top 3 weight
37.6%
Top 10 weight
86.2%
Voting Authority Distribution
Total shares with voting rights: 7.21M
Sole
Full voting authority
7.21M
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)
Sole17
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings17
Rows:
UNITED THERAPEUTICS CORP
SOLEShares97.65K
TypeSH
Market value$40.9K
17.44%
Sole
97.65K
Shared
0.00
None
0.00
ENANTA PHARMACEUTICALS INC
SOLEShares2.11M
TypeSH
Market value$25.3K
10.78%
Sole
2.11M
Shared
0.00
None
0.00
JAZZ PHARMACEUTICALS PLC
SOLEShares167.82K
TypeSH
Market value$22.1K
9.42%
Sole
167.82K
Shared
0.00
None
0.00
BIOMARIN PHARMACEUTICAL INC
SOLEShares405.45K
TypeSH
Market value$22.0K
9.36%
Sole
405.45K
Shared
0.00
None
0.00
EXELIXIS INC
SOLEShares518.53K
TypeSH
Market value$21.4K
9.12%
Sole
518.53K
Shared
0.00
None
0.00
SUPERNUS PHARMACEUTICALS INC
SOLEShares363.48K
TypeSH
Market value$17.4K
7.40%
Sole
363.48K
Shared
0.00
None
0.00
SANOFI-ADR
SOLEShares323.95K
TypeSH
Market value$15.3K
6.51%
Sole
323.95K
Shared
0.00
None
0.00
AVADEL PHARMACEUTICALS
SOLEShares955.86K
TypeSH
Market value$14.6K
6.22%
Sole
955.86K
Shared
0.00
None
0.00
GSK PLC-SPON ADR
SOLEShares271.73K
TypeSH
Market value$11.7K
5.00%
Sole
271.73K
Shared
0.00
None
0.00
CARDINAL HEALTH INC
SOLEShares73.75K
TypeSH
Market value$11.6K
4.93%
Sole
73.75K
Shared
0.00
None
0.00
INDIVIOR PLC
SOLEShares339.53K
TypeSH
Market value$8.2K
3.49%
Sole
339.53K
Shared
0.00
None
0.00
BIONTECH SE-ADR
SOLEShares79.37K
TypeSH
Market value$7.8K
3.33%
Sole
79.37K
Shared
0.00
None
0.00
ALKERMES PLC
SOLEShares207.82K
TypeSH
Market value$6.2K
2.66%
Sole
207.82K
Shared
0.00
None
0.00
VANDA PHARMACEUTICALS INC
SOLEShares1.18M
TypeSH
Market value$5.9K
2.51%
Sole
1.18M
Shared
0.00
None
0.00
REGENERON PHARMACEUTICALS
SOLEShares4K
TypeSH
Market value$2.2K
0.96%
Sole
4K
Shared
0.00
None
0.00
BIOGEN INC
SOLEShares10K
TypeSH
Market value$1.4K
0.60%
Sole
10K
Shared
0.00
None
0.00
EVOLUS INC
SOLEShares100K
TypeSH
Market value$614.00
0.26%
Sole
100K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UNITED THERAPEUTICS CORPSOLE | COM | 97.65K | SH | $40.9K 17.44% | 97.65K | 0.00 | 0.00 |
ENANTA PHARMACEUTICALS INCSOLE | COM | 2.11M | SH | $25.3K 10.78% | 2.11M | 0.00 | 0.00 |
JAZZ PHARMACEUTICALS PLCSOLE | COM | 167.82K | SH | $22.1K 9.42% | 167.82K | 0.00 | 0.00 |
BIOMARIN PHARMACEUTICAL INCSOLE | COM | 405.45K | SH | $22.0K 9.36% | 405.45K | 0.00 | 0.00 |
EXELIXIS INCSOLE | COM | 518.53K | SH | $21.4K 9.12% | 518.53K | 0.00 | 0.00 |
SUPERNUS PHARMACEUTICALS INCSOLE | COM | 363.48K | SH | $17.4K 7.40% | 363.48K | 0.00 | 0.00 |
SANOFI-ADRSOLE | COM | 323.95K | SH | $15.3K 6.51% | 323.95K | 0.00 | 0.00 |
AVADEL PHARMACEUTICALSSOLE | COM | 955.86K | SH | $14.6K 6.22% | 955.86K | 0.00 | 0.00 |
GSK PLC-SPON ADRSOLE | COM | 271.73K | SH | $11.7K 5.00% | 271.73K | 0.00 | 0.00 |
CARDINAL HEALTH INCSOLE | COM | 73.75K | SH | $11.6K 4.93% | 73.75K | 0.00 | 0.00 |
INDIVIOR PLCSOLE | COM | 339.53K | SH | $8.2K 3.49% | 339.53K | 0.00 | 0.00 |
BIONTECH SE-ADRSOLE | COM | 79.37K | SH | $7.8K 3.33% | 79.37K | 0.00 | 0.00 |
ALKERMES PLCSOLE | COM | 207.82K | SH | $6.2K 2.66% | 207.82K | 0.00 | 0.00 |
VANDA PHARMACEUTICALS INCSOLE | COM | 1.18M | SH | $5.9K 2.51% | 1.18M | 0.00 | 0.00 |
REGENERON PHARMACEUTICALSSOLE | COM | 4K | SH | $2.2K 0.96% | 4K | 0.00 | 0.00 |
BIOGEN INCSOLE | COM | 10K | SH | $1.4K 0.60% | 10K | 0.00 | 0.00 |
EVOLUS INCSOLE | COM | 100K | SH | $614.00 0.26% | 100K | 0.00 | 0.00 |