$279 Million is the total value of Krensavage Asset Management, LLC's 16 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
GILD | New | GILEAD SCIENCES INC | $30,076,000 | – | 420,000 | +100.0% | 10.78% | – |
AMGN | New | AMGEN INC | $18,592,000 | – | 127,157 | +100.0% | 6.67% | – |
AVIR | New | AVIRAGEN THERAPEUTICS INC | $3,367,000 | – | 2,737,602 | +100.0% | 1.21% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-02-13
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
UNITED THERAPEUTICS CORP | 39 | Q2 2024 | 18.1% |
Enanta Pharmceuticals Inc | 38 | Q2 2024 | 16.7% |
INVACARE CORP | 28 | Q3 2021 | 5.8% |
RTI SURGICAL INC | 23 | Q2 2020 | 7.9% |
BIOGEN INC | 22 | Q2 2024 | 16.0% |
MCKESSON CORP | 20 | Q3 2022 | 16.3% |
REGENERON PHARMACEUTICALS | 19 | Q2 2024 | 16.1% |
ALKERMES PLC | 19 | Q2 2024 | 14.1% |
TARO PHARMACEUTICAL INDUS | 19 | Q2 2024 | 14.0% |
MERCK & CO. INC. | 18 | Q1 2019 | 11.1% |
View Krensavage Asset Management, LLC's complete holdings history.
Latest significant ownerships (13-D/G)
Filed | Shares | Percentage | |
---|---|---|---|
SURGALIGN HOLDINGS, INC. | February 19, 2021 | 5,380,449 | 6.6% |
RTI SURGICAL, INC. | February 14, 2019 | 3,852,567 | 6.1% |
Aviragen Therapeutics, Inc. | February 15, 2018 | 2,292,058 | 5.9% |
ENANTA PHARMACEUTICALS INC | February 15, 2017 | 883,902 | 4.6% |
Biota Pharmaceuticals, Inc. | February 17, 2016 | 2,267,655 | 5.9% |
View Krensavage Asset Management, LLC's complete significant-ownership history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-08-15 |
13F-HR | 2024-05-15 |
SCHEDULE 13G | 2024-02-27 |
13F-HR | 2024-02-14 |
13F-HR | 2023-11-15 |
13F-HR | 2023-08-11 |
13F-HR | 2023-05-16 |
13F-HR | 2023-02-15 |
13F-HR | 2022-11-15 |
13F-HR | 2022-08-16 |
View Krensavage Asset Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.