Krensavage Asset Management, LLC Long-Term Concentrated

Location: New York, NY

CIK: 0001609251 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 15, 2025

Total Value: $189M

Holdings (15)

UTHR UNITED THERAPEUTICS CORP 15.4%

Value $29.06M Shares 101,146 Est. Cost $146.00 Unrealized +104.7%

CAH CARDINAL HEALTH INC 11.9%

Value $22.47M Shares 133,745 Est. Cost $56.53 Unrealized +160.2%

EXEL EXELIXIS INC 11.5%

Value $21.75M Shares 493,526 Est. Cost $18.73 Unrealized +113.4%

JAZZ JAZZ PHARMACEUTICALS PLC 9.3%

Value $17.49M Shares 164,816 Est. Cost $117.74 Unrealized -7.7%

ENTA ENANTA PHARMACEUTICALS INC 8.5%

Value $15.98M Shares 2,114,444 Est. Cost $22.16 Unrealized -72.9%

SUPN SUPERNUS PHARMACEUTICALS INC 7.9%

Value $14.89M Shares 472,376 Est. Cost $35.15 Unrealized -8.8%

— INDIVIOR PLC 7.6%

Value $14.36M Shares 974,474 Est. Cost $10.39 Unrealized —

GSK GSK PLC-SPON ADR 5.5%

Value $10.43M Shares 271,729 Est. Cost $38.74 Unrealized —

— AVADEL PHARMACEUTICALS 4.5%

Value $8.486M Shares 958,877 Est. Cost $7.83 Unrealized —

BNTX BIONTECH SE-ADR 4.1%

Value $7.813M Shares 73,382 Est. Cost $91.15 Unrealized —

SNY SANOFI-ADR 3.8%

Value $7.196M Shares 148,946 Est. Cost $49.70 Unrealized —

JNJ JOHNSON & JOHNSON 3.2%

Value $6.11M Shares 40,000 Est. Cost $150.84 Unrealized 0.0%

ALKS ALKERMES PLC 3.1%

Value $5.946M Shares 207,822 Est. Cost $18.83 Unrealized +58.1%

VNDA VANDA PHARMACEUTICALS INC 2.6%

Value $4.837M Shares 1,024,883 Est. Cost $4.77 Unrealized -8.4%

REGN REGENERON PHARMACEUTICALS 1.1%

Value $2.1M Shares 4,000 Est. Cost $556.12 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
UTHR	UNITED THERAPEUTICS CORP	101,146	$29.06M	15.4%	$146.00	+104.7%	—	91307C102
CAH	CARDINAL HEALTH INC	133,745	$22.47M	11.9%	$56.53	+160.2%	—	14149Y108
EXEL	EXELIXIS INC	493,526	$21.75M	11.5%	$18.73	+113.4%	—	30161Q104
JAZZ	JAZZ PHARMACEUTICALS PLC	164,816	$17.49M	9.3%	$117.74	-7.7%	—	G50871105
ENTA	ENANTA PHARMACEUTICALS INC	2,114,444	$15.98M	8.5%	$22.16	-72.9%	—	29251M106
SUPN	SUPERNUS PHARMACEUTICALS INC	472,376	$14.89M	7.9%	$35.15	-8.8%	—	868459108
—	INDIVIOR PLC	974,474	$14.36M	7.6%	$10.39	—	—	G4766E116
GSK	GSK PLC-SPON ADR	271,729	$10.43M	5.5%	$38.74	—	—	37733W204
—	AVADEL PHARMACEUTICALS	958,877	$8.486M	4.5%	$7.83	—	—	G29687103
BNTX	BIONTECH SE-ADR	73,382	$7.813M	4.1%	$91.15	—	—	09075V102
SNY	SANOFI-ADR	148,946	$7.196M	3.8%	$49.70	—	—	80105N105
JNJ	JOHNSON & JOHNSON	40,000	$6.11M	3.2%	$150.84	0.0%	—	478160104
ALKS	ALKERMES PLC	207,822	$5.946M	3.1%	$18.83	+58.1%	—	G01767105
VNDA	VANDA PHARMACEUTICALS INC	1,024,883	$4.837M	2.6%	$4.77	-8.4%	—	921659108
REGN	REGENERON PHARMACEUTICALS	4,000	$2.1M	1.1%	$556.12	0.0%	—	75886F107