Manager activity

Krensavage Asset Management LLC

Michael Krensavage

2026 Q2 vs 2026 Q1 · filed 13 Aug · all filings · sitewide activity

Add 4

Reduce 2

Exit 2

8 shown

ticker	action	Δ weight	detail	period
INDV	Exit	−4.05%	was 4.1%	Q1→Q2
ALKS	Exit	−1.49%	was 1.5%	Q1→Q2
ABT	Add	+6.69%	+3900.0% sh	Q1→Q2
EMBC	Add	−1.14%	+54.4% sh	Q1→Q2
REGN	Add	+0.21%	+50.0% sh	Q1→Q2
ARDX	Add	−0.14%	+6.9% sh	Q1→Q2
UTHR	Reduce	−5.28%	−17.8% sh	Q1→Q2
EXEL	Reduce	+0.69%	−10.8% sh	Q1→Q2