Krensavage Asset Management’s Embecta EMBC Stock Holding History

Krensavage Asset Management’s Portfolio EMBC Stock Details EMBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.7M	Buy	1,135,340 +400,000	+54%	+$2.18M	1.41%	15
2026 Q1	$6.5M	Buy	+735,340	New	+$7.66M	2.54%	11
2023 Q4	–	Sell	-1,164,876	Closed	-$17.5M	–	13
2023 Q3	$17.5M	Buy	1,164,876 +94,066	+9%	+$1.76M	6.45%	8
2023 Q2	$23.1M	Buy	1,070,810 +8,687	+0.8%	+$237K	7.33%	8
2023 Q1	$29.9M	Buy	1,062,123 +44,466	+4%	+$1.26M	9.07%	6
2022 Q4	$25.7M	Sell	1,017,657 -6,543	-0.6%	-$200K	7.95%	7
2022 Q3	$29.5M	Buy	1,024,200 +7,006	+0.7%	+$207K	9.39%	6
2022 Q2	$25.8M	Buy	+1,017,194	New	+$29.3M	8.51%	7

Other funds holding EMBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BCM

Brigade Capital Management New York $534M AUM 44.37% 1-Year Est. Return

Krensavage Asset Management's EMBC Position: Q2 2026 in Review

Krensavage Asset Management increased its Embecta (EMBC) stake by 54% in Q2 2026, buying an estimated $2.18M and bringing the position to 1,135,340 shares worth $3.7M. The position accounts for 1.41% of the portfolio, ranked #15.

Krensavage Asset Management first reported a position in EMBC in Q2 2022 and has held it in 8 quarters since. The position peaked at $29.9M in Q1 2023. 320 funds tracked by Wall St. Rank hold EMBC as of Q2 2026.

Krensavage Asset Management held 1,135,340 shares of Embecta worth $3.7M as of Q2 2026.
Krensavage Asset Management bought 400,000 Embecta shares in Q2 2026, an estimated $2.18M.
Embecta made up 1.41% of Krensavage Asset Management's portfolio in Q2 2026, its #15 holding.
Krensavage Asset Management first reported a position in Embecta in Q2 2022 and has held it in 8 quarters since.
Krensavage Asset Management's Embecta position peaked at $29.9M in Q1 2023.
320 funds tracked by Wall St. Rank held Embecta as of Q2 2026.

Based on Krensavage Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.