Dark
Light
System
Institutional Investment Manager
Krensavage Asset Management, LLC
Krensavage Asset Management, LLC (CIK: 0001609251) incorporated in Delaware, located at 610 Fifth Avenue, New York, NY. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q3)
Portfolio Summary: 17 holdings with a total value of $276,731,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 UNITED THERAPEUTICS 275,764 32,562,000 11.77%
2 ORTHOFIX INTERNATIONAL NV 639,851 27,366,000 9.89%
3 ENANTA PHARMACEUTICALS INC COM 999,741 26,603,000 9.61%
4 IMPAX LABORATORIES INC 1,032,187 24,463,000 8.84%
5 AMGEN INC 126,038 21,024,000 7.60%
6 SUCAMPO PHARMACEUTICALS INC 1,651,898 20,335,000 7.35%
7 HALYARD HEALTH INC 576,285 19,974,000 7.22%
8 Indivior Plc Ord 4,736,823 18,829,000 6.80%
9 TEVA PHARMACEUTICAL INDS LTD 397,412 18,285,000 6.61%
10 MERCK & CO INC 258,021 16,103,000 5.82%
11 RTI SURGICAL HOLDINGS INC COM 4,181,091 13,087,000 4.73%
12 CONMED CORP 325,785 13,051,000 4.72%
13 INVACARE CORP COM 1,043,111 11,652,000 4.21%
14 AVIRAGEN THERAPEUTICS INC 2,713,517 5,210,000 1.88%
15 DERMA SCIENCES INC COM PAR .01 884,000 4,128,000 1.49%
16 DIGIRAD CORP 482,121 2,459,000 0.89%
17 JUNIPER PHARMACEUTICALS INC COM 288,294 1,600,000 0.58%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001609251-16-000011, filed 2016.11.14).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.