UTHR position history
The shares of United Therapeutics (UTHR) that Krensavage Asset Management LLC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2021 Q3: 207,287 shares, $38M, 12.0% of portfolio
- 2021 Q4: 204,812 shares, $44M, 15.3% of portfolio, Reduce −1.2%
- 2022 Q1: 201,612 shares, $36M, 12.5% of portfolio, Reduce −1.6%
- 2022 Q2: 201,228 shares, $47M, 15.7% of portfolio, Reduce −0.2%
- 2022 Q3: 200,407 shares, $42M, 13.4% of portfolio, Reduce −0.4%
- 2022 Q4: 192,048 shares, $53M, 16.5% of portfolio, Reduce −4.2%
- 2023 Q1: 202,110 shares, $45M, 13.7% of portfolio, Add +5.2%
- 2023 Q2: 202,715 shares, $45M, 14.2% of portfolio, Add +0.3%
- 2023 Q3: 201,222 shares, $45M, 16.7% of portfolio, Reduce −0.7%
- 2023 Q4: 200,872 shares, $44M, 15.7% of portfolio, Reduce −0.2%
- 2024 Q1: 156,714 shares, $36M, 16.0% of portfolio, Reduce −22.0%
- 2024 Q2: 118,208 shares, $38M, 17.3% of portfolio, Reduce −24.6%
- 2024 Q3: 100,332 shares, $36M, 20.1% of portfolio, Reduce −15.1%
- 2024 Q4: 242,262 shares, $65M, 38.4% of portfolio, Add +141.5%
- 2025 Q1: 98,228 shares, $30M, 16.7% of portfolio, Reduce −59.5%
- 2025 Q2: 101,146 shares, $29M, 15.4% of portfolio, Add +3.0%
- 2025 Q3: 97,646 shares, $41M, 17.4% of portfolio, Reduce −3.5%
- 2025 Q4: 91,282 shares, $44M, 15.7% of portfolio, Reduce −6.5%
- 2026 Q1: 84,282 shares, $50M, 19.5% of portfolio, Reduce −7.7%
- 2026 Q2: 69,282 shares, $38M, 14.3% of portfolio, Reduce −17.8%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|