Selkirk Management LLC

Portfolio Overview

Selkirk Management LLC reported a significant contraction in portfolio value for the quarter ending September 30, 2025, with total assets under management (AUM) declining by 49.3%, dropping from $338.16 million to $171.46 million. This drastic reduction in capital is not attributable solely to market performance but is primarily the result of active deleveraging and large-scale position exits. The fund currently maintains a highly concentrated portfolio consisting of only...