Equal-WT
WhaleScore 2.0
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Selkirk Management is based out of Chatham. Selkirk Management is a hedge fund with 1 clients and discretionary assets under management (AUM) of $198,982,952 (Form ADV from 2024-03-26). Their last reported 13F filing for Q4 2024 included $278,511,640 in managed 13F securities
and a top 10 holdings concentration of 91.38%. Selkirk Management's largest holding is Carvana Co with shares held of 365,220. Whalewisdom has at least 51 13F filings
Business Description
The Adviser primarily provides investment advice for managing a long and short portfolio, primarily in equity securities and equity-related instruments of publicly traded companies. They also advise on options, forwards, and private securities. The Adviser provides advice to the Fund on specific objectives and strategies as discussed in the Fund’s Confidential Private Offering Memorandum.
The Adviser does not tailor advisory services to the individual needs of the underlying investors and does not accept investor-imposed investment restrictions. As of December 31, 2023, the Adviser managed approximately $198,982,952 of client assets, all of which was managed on a discretionary basis.
Investment Strategy
The investment objective of Selkirk Management, LLC is to achieve superior, long-term, risk-adjusted returns. They primarily take long and short positions in common stock and equity-like instruments of publicly traded companies in various sectors of the economy, both in the United States and internationally. Stock selection is based on valuation-sensitive, fundamental analysis employing the Adviser’s varied analysis frameworks.
The Adviser generally provides investment advice with respect to managing a long and short portfolio primarily in equity securities and equity-related instruments of publicly traded companies along with options, forwards and private securities. They provide advice to the Fund on specific objectives and strategies as discussed in the Fund’s Confidential Private Offering Memorandum (“Offering Document”).
Owners
- BOWEN, JED, ANTHONY - CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER
- AMUNDSEN, CHRISTIAN, TODD - MANAGING MEMBER
- OATMAN, THOMAS, GORDON - MANAGING MEMBER
- STRAWBRIDGE, REDMOND - MANAGING MEMBER Click on the Ownership/Private Fund Data tab for more details.
Other Contact Information
(Subscription Required)
2024-12-31
Top Buys (13F)
| Name | % Change |
|---|---|
| ZG Zillow Group Inc. Cl | 1.19% |
| GDS GDS Holdings Limited | 1.14% |
2024-12-31
Top Sells (13F)
| Name | % Change |
|---|---|
| MSFT Microsoft Corporatio | 0.95% |
| JD JD.com Inc | 0.64% |
2024-12-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| CVNA Carvana Co | 26.67% |
| AMZN Amazon.com Inc | 19.93% |
| META Meta Platforms Inc | 9.41% |
| ZG Zillow Group Inc. Cl | 9.31% |
| FLUT Flutter Entertainmen | 7.31% |
2024-12-31
13F Activity
| Market Value | $279m, Prior: $245m |
| Inflows (Outflows) as % of Total MV | +1.1166% |
| New Purchases | 0 stocks |
| Added To | 2 stocks |
| Sold out of | 1 stocks |
| Reduced holdings in | 1 stocks |
| Top 10 Holdings % | 91.38% |
| Turnover %[1] | 5.88% |
| Turnover Alt %[2] | 1.05% |
| Time Held Top 20 | 21.6875 quarters |
| Time Held Top 10 | 12 quarters |
| Time Held All | 21.94 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2024-12-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2024-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-12-31