Krensavage Asset Management, LLC SUPN — SUPERNUS PHARMACEUTICALS INC

Ownership history in Krensavage Asset Management, LLC  ·  5 quarters on record

AI Ownership Summary

Krensavage Asset Management, LLC reported SUPERNUS PHARMACEUTICALS INC (SUPN) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 7.88% in 2025 Q2. The latest visible filing shows SUPN at 5.67% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SUPN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Krensavage Asset Management, LLC's position in SUPERNUS PHARMACEUTICALS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SUPN was reported at 5.67% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.88% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SUPN stock page Krensavage Asset Management, LLC fund profile Krensavage Asset Management, LLC full holdings
How Krensavage Asset Management, LLC held SUPN — position size vs. price
% of Fund (quarterly)    SUPN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 280,681 -32,818 -10.5% 5.67% $15K 2026-05-15 $49.43
2025 Q4 REDUCED 13.8% +4.0% ❌ 313,499 -49,980 -13.8% 5.50% $15.6M 2026-02-18 $50.20
2025 Q3 REDUCED 23.1% +7.2% ❌ 363,479 -108,897 -23.1% 7.40% $17.4M 2025-11-17 $45.09
2025 Q2 ADDED — — — 472,376 +40,390 +9.3% 7.88% $14.9M 2025-08-15 $42.69
2025 Q1 INITIATED — — — 431,986 — — 7.82% $14.1M 2025-05-15 $32.48

🏢 Other funds also holding SUPN

As of 2026 Q1 — sorted by position size

ASHFORD CAPITAL MANAGEMENT INC 3Y 7Y 4.12% Sofinnova Investments, Inc. 3Y 7Y 1.87% Villanova Investment Management Co LLC 1.85% ARMISTICE CAPITAL, LLC 3Y 7Y 1.74% Bruce & Co., Inc. 3Y 7Y 1.48% RICE HALL JAMES & ASSOCIATES, LLC 3Y 7Y 1.37% THIRD AVENUE MANAGEMENT LLC 3Y 7Y 1.28% S&T BANK/PA 3Y 7Y 1.01% Stephens Investment Management Group LLC 3Y 7Y 0.96% Bridge City Capital, LLC 3Y 7Y 0.9%

FAQ About Krensavage Asset Management, LLC and SUPN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Krensavage Asset Management, LLC reported owning SUPN?

Krensavage Asset Management, LLC reported SUPN across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported SUPN position in Krensavage Asset Management, LLC's portfolio?

The largest reported portfolio weight for SUPN was 7.88% in 2025 Q2.

What is the latest reported SUPN position on this page?

The most recent filing on this page is 2026 Q1, when Krensavage Asset Management, LLC reported 280,681 shares, equal to 5.67% of portfolio, with an estimated market value of $15K.

What does the chart on this SUPN ownership page compare?

The chart compares Krensavage Asset Management, LLC's quarterly SUPN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Krensavage Asset Management, LLC time their SUPN position?

Based on 13F filing dates vs. subsequent SUPN price moves, Krensavage Asset Management, LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on SUPN relative to SPY over the holding period was +20.2%.

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