Filed: 2/18/2026ACC: 0001609251-26-000003
📋 What this filing means
KRENSAVAGE ASSET MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 18 equity positions with a total reported market value of $283.1K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
18
Positions
$283.1K
Total AUM (reported)
7.70M
Total Shares
Allocation by class
COM$283.1K100.0%
Portfolio Concentration
Top 3$119.3K42.1%
4–10$127.2K44.9%
11–25$36.6K12.9%
Top 3 weight
42.1%
Top 10 weight
87.1%
Voting Authority Distribution
Total shares with voting rights: 7.70M
Sole
Full voting authority
7.70M
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)
Sole18
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings18
Rows:
UNITED THERAPEUTICS CORP
SOLEShares91.28K
TypeSH
Market value$44.5K
15.71%
Sole
91.28K
Shared
0.00
None
0.00
ENANTA PHARMACEUTICALS INC
SOLEShares2.77M
TypeSH
Market value$43.6K
15.41%
Sole
2.77M
Shared
0.00
None
0.00
BIOMARIN PHARMACEUTICAL INC
SOLEShares524.79K
TypeSH
Market value$31.2K
11.02%
Sole
524.79K
Shared
0.00
None
0.00
JAZZ PHARMACEUTICALS PLC
SOLEShares167.82K
TypeSH
Market value$28.5K
10.08%
Sole
167.82K
Shared
0.00
None
0.00
EXELIXIS INC
SOLEShares493.53K
TypeSH
Market value$21.6K
7.64%
Sole
493.53K
Shared
0.00
None
0.00
AVADEL PHARMACEUTICALS
SOLEShares855.86K
TypeSH
Market value$18.4K
6.51%
Sole
855.86K
Shared
0.00
None
0.00
SANOFI-ADR
SOLEShares323.95K
TypeSH
Market value$15.7K
5.54%
Sole
323.95K
Shared
0.00
None
0.00
SUPERNUS PHARMACEUTICALS INC
SOLEShares313.50K
TypeSH
Market value$15.6K
5.50%
Sole
313.50K
Shared
0.00
None
0.00
CARDINAL HEALTH INC
SOLEShares73.75K
TypeSH
Market value$15.2K
5.35%
Sole
73.75K
Shared
0.00
None
0.00
INDIVIOR PLC
SOLEShares339.53K
TypeSH
Market value$12.2K
4.30%
Sole
339.53K
Shared
0.00
None
0.00
VANDA PHARMACEUTICALS INC
SOLEShares1.18M
TypeSH
Market value$10.4K
3.68%
Sole
1.18M
Shared
0.00
None
0.00
BIONTECH SE-ADR
SOLEShares99.52K
TypeSH
Market value$9.5K
3.35%
Sole
99.52K
Shared
0.00
None
0.00
GSK PLC-SPON ADR
SOLEShares96.73K
TypeSH
Market value$4.7K
1.68%
Sole
96.73K
Shared
0.00
None
0.00
ULTRAGENYX PHARMACEUTICAL IN
SOLEShares149.63K
TypeSH
Market value$3.4K
1.22%
Sole
149.63K
Shared
0.00
None
0.00
REGENERON PHARMACEUTICALS
SOLEShares4K
TypeSH
Market value$3.1K
1.09%
Sole
4K
Shared
0.00
None
0.00
ALKERMES PLC
SOLEShares107.82K
TypeSH
Market value$3.0K
1.07%
Sole
107.82K
Shared
0.00
None
0.00
BIOGEN INC
SOLEShares10K
TypeSH
Market value$1.8K
0.62%
Sole
10K
Shared
0.00
None
0.00
EVOLUS INC
SOLEShares100K
TypeSH
Market value$665.00
0.23%
Sole
100K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UNITED THERAPEUTICS CORPSOLE | COM | 91.28K | SH | $44.5K 15.71% | 91.28K | 0.00 | 0.00 |
ENANTA PHARMACEUTICALS INCSOLE | COM | 2.77M | SH | $43.6K 15.41% | 2.77M | 0.00 | 0.00 |
BIOMARIN PHARMACEUTICAL INCSOLE | COM | 524.79K | SH | $31.2K 11.02% | 524.79K | 0.00 | 0.00 |
JAZZ PHARMACEUTICALS PLCSOLE | COM | 167.82K | SH | $28.5K 10.08% | 167.82K | 0.00 | 0.00 |
EXELIXIS INCSOLE | COM | 493.53K | SH | $21.6K 7.64% | 493.53K | 0.00 | 0.00 |
AVADEL PHARMACEUTICALSSOLE | COM | 855.86K | SH | $18.4K 6.51% | 855.86K | 0.00 | 0.00 |
SANOFI-ADRSOLE | COM | 323.95K | SH | $15.7K 5.54% | 323.95K | 0.00 | 0.00 |
SUPERNUS PHARMACEUTICALS INCSOLE | COM | 313.50K | SH | $15.6K 5.50% | 313.50K | 0.00 | 0.00 |
CARDINAL HEALTH INCSOLE | COM | 73.75K | SH | $15.2K 5.35% | 73.75K | 0.00 | 0.00 |
INDIVIOR PLCSOLE | COM | 339.53K | SH | $12.2K 4.30% | 339.53K | 0.00 | 0.00 |
VANDA PHARMACEUTICALS INCSOLE | COM | 1.18M | SH | $10.4K 3.68% | 1.18M | 0.00 | 0.00 |
BIONTECH SE-ADRSOLE | COM | 99.52K | SH | $9.5K 3.35% | 99.52K | 0.00 | 0.00 |
GSK PLC-SPON ADRSOLE | COM | 96.73K | SH | $4.7K 1.68% | 96.73K | 0.00 | 0.00 |
ULTRAGENYX PHARMACEUTICAL INSOLE | COM | 149.63K | SH | $3.4K 1.22% | 149.63K | 0.00 | 0.00 |
REGENERON PHARMACEUTICALSSOLE | COM | 4K | SH | $3.1K 1.09% | 4K | 0.00 | 0.00 |
ALKERMES PLCSOLE | COM | 107.82K | SH | $3.0K 1.07% | 107.82K | 0.00 | 0.00 |
BIOGEN INCSOLE | COM | 10K | SH | $1.8K 0.62% | 10K | 0.00 | 0.00 |
EVOLUS INCSOLE | COM | 100K | SH | $665.00 0.23% | 100K | 0.00 | 0.00 |