Krensavage Asset Management, LLC / UTHR
Krensavage Asset Management, LLC’s United Therapeutics Corp Del Position
Does Krensavage Asset Management, LLC own United Therapeutics Corp Del (UTHR)? Yes — 84.3K shares worth $50M (+19.55% of its 13F portfolio) as of Q1 2026, down from 91.3K shares the prior filed quarter.
Position Value
$50M
Q1 2026
Shares
84.3K
% of Portfolio
+19.55%
Quarters Held
29
currently held
Position History UTHR
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 84.3K | $50M | +19.55% |
| Q4 2025 | 91.3K | $44M | +15.71% |
| Q3 2025 | 97.6K | $41M | +17.44% |
| Q2 2025 | 101.1K | $29M | +15.38% |
| Q1 2025 | 98.2K | $30M | +16.74% |
| Q4 2024 | 92.1K | $32M | +19.22% |
| Q3 2024 | 100.3K | $36M | +20.15% |
| Q2 2024 | 118.2K | $38M | +17.29% |
| Q1 2024 | 156.7K | $36M | +15.96% |
| Q4 2023 | 200.9K | $44M | +15.67% |
| Q3 2023 | 201.2K | $45M | +16.73% |
| Q2 2023 | 202.7K | $45M | +14.18% |
| Q1 2023 | 202.1K | $45M | +13.75% |
| Q4 2022 | 192.0K | $53M | +16.50% |
| Q3 2022 | 200.4K | $42M | +13.36% |
| Q2 2022 | 201.2K | $47M | +15.68% |
| Q1 2022 | 201.6K | $36M | +12.47% |
| Q4 2021 | 204.8K | $44M | +15.35% |
| Q3 2021 | 207.3K | $38M | +12.00% |
| Q2 2021 | 219.7K | $39M | +13.38% |
| Q1 2021 | 249.4K | $42M | +14.44% |
| Q4 2020 | 322.5K | $49M | +14.30% |
| Q3 2020 | 426.2K | $43M | +13.71% |
| Q2 2020 | 472.5K | $57M | +15.56% |
| Q1 2020 | 539.6K | $51M | +16.46% |
| Q4 2019 | 460.9K | $41M | +13.85% |
| Q3 2019 | 540.1K | $43M | +16.54% |
| Q2 2019 | 550.3K | $43M | +13.94% |
| Q1 2019 | 505.3K | $59M | +16.03% |
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 UTHR.