Manager activity

Krensavage Asset Management LLC

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Michael Krensavage

2026 Q1 vs 2025 Q4 · filed 15 May · all filings · sitewide activity

New 5

Add 4

Reduce 4

Exit 3

moves

16 shown

ticker	action	Δ port	detail	period
INDV	New	+4.05 pp	opened 4.1%	2025Q4→2026Q1
—	New	+2.54 pp	opened 2.5%	2025Q4→2026Q1
ARDX	New	+1.17 pp	opened 1.2%	2025Q4→2026Q1
—	New	+0.65 pp	opened 0.7%	2025Q4→2026Q1
ABT	New	+0.20 pp	opened 0.2%	2025Q4→2026Q1
—	Exit	−6.51 pp	was 6.5%	2025Q4→2026Q1
CAH	Exit	−5.35 pp	was 5.4%	2025Q4→2026Q1
INDV	Exit	−4.30 pp	was 4.3%	2025Q4→2026Q1
—	Add	+1.99 pp	+161.2% sh	2025Q4→2026Q1
—	Add	−1.25 pp	+3.6% sh	2025Q4→2026Q1
BIIB	Add	+0.81 pp	+100.0% sh	2025Q4→2026Q1
—	Add	+0.02 pp	+58.0% sh	2025Q4→2026Q1
UTHR	Reduce	+3.84 pp	−7.7% sh	2025Q4→2026Q1
BNTX	Reduce	−1.28 pp	−40.2% sh	2025Q4→2026Q1
EXEL	Reduce	−0.67 pp	−15.8% sh	2025Q4→2026Q1
—	Reduce	+0.17 pp	−10.5% sh	2025Q4→2026Q1