Selkirk Management LLC
Hedge Fund • Long/Short
Selkirk Management LLC is a Long/Short Hedge Fund based in Vienna, VA led by Christian Todd Amundsen, managing $364.8M across 12 long positions as of Q3 2025 with 61% Consumer Cyclical concentration, 96% concentrated in top 10 holdings, and 38% allocation to CVNA.
Managing PartnerChristian Todd Amundsen
- Portfolio Value
- $364.8M
- Positions
- 12
- Top Holding
- CVNA at 37.77%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Selkirk Management LLC's portfolio (95.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Specialty Retail Consumer Cyclical | $137.8M | 37.77% | — | 0.26% 365.2K shares | |
Specialty Retail Consumer Cyclical | $55.6M | 15.23% | — | 0.00% 253.0K shares | |
Internet Content & Information Communication Services | $32.9M | 9.01% | — | 0.00% 44.8K shares | |
Internet Content & Information Communication Services | $27.2M | 7.46% | — | 0.15% 365.8K shares | |
Gambling, Resorts & Casinos Consumer Cyclical | $21.8M | 5.97% | — | 0.05% 85.8K shares | |
Software - Application Technology | $21.6M | 5.93% | +$15.8M Bought | 0.01% 30.1K shares | |
Internet Content & Information Communication Services | $20.7M | 5.68% | — | 0.00% 85.3K shares | |
Unknown Unknown | $11.1M | 3.04% | — | — 287.0K shares | |
Entertainment Communication Services | $11.1M | 3.03% | — | 0.00% 9.2K shares | |
Semiconductors Technology | $9.7M | 2.66% | — | 0.00% 52.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Selkirk Management LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+271.6% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Selkirk Management LLC
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