Krensavage Asset Management, LLC / CAH
Krensavage Asset Management, LLC’s Cardinal Health Inc Position
Does Krensavage Asset Management, LLC own Cardinal Health Inc (CAH)? Not currently — the last reported position was 73.7K shares worth $15M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$15M
Q4 2025
Shares
73.7K
% of Portfolio
+5.35%
Quarters Held
16
position exited
Position History CAH
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2025 | 73.7K | $15M | +5.35% |
| Q3 2025 | 73.7K | $12M | +4.93% |
| Q2 2025 | 133.7K | $22M | +11.89% |
| Q1 2025 | 188.7K | $26M | +14.38% |
| Q4 2024 | 208.8K | $25M | +14.61% |
| Q3 2024 | 210.3K | $23M | +13.02% |
| Q2 2024 | 217.7K | $21M | +9.83% |
| Q1 2024 | 235.7K | $26M | +11.69% |
| Q4 2023 | 281.5K | $28M | +10.07% |
| Q3 2023 | 291.3K | $25M | +9.31% |
| Q2 2023 | 353.7K | $33M | +10.60% |
| Q1 2023 | 353.3K | $27M | +8.10% |
| Q4 2022 | 332.7K | $26M | +7.90% |
| Q3 2022 | 336.7K | $22M | +7.15% |
| Q2 2022 | 178.8K | $9M | +3.09% |
| Q1 2022 | 13.2K | $748,000 | +0.26% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Krensavage Asset Management, LLC’s full portfolio or all institutional holders of CAH.