Letters by company

ContextLogic Holdings Inc.

2 letters discussing LOGC. Everything written about it on this site is on its ticker page.

Alluvial Capital Management Q2 2025 Letter to Limited Partners Alluvial added NewPrinces and SigmaRoc, backing their acquisition-led consolidation strategies and durable regional industrial economics. The fund added Talen after its data-center power agreements, trimmed Zegona after its advance, sold Titan, and increased special-situations exposure through ContextLogic and liquidation scenarios. Second Quarter 2025 LOGC $691MMCB $394MNLOP $139M
Alluvial Capital Management Letter to Limited Partners Third Quarter 2026 Zegona Communications remains the largest holding as its capital-return program and operating turnaround are expected to lift free cash flow, while Alluvial increased McDermott through its rights offering. The fund added Bank7 ahead of its Century Financial acquisition, sold NewPrinces, Vistance Networks and Sylvamo, and argues that McBride, ContextLogic, Green Dot and Talen retain favorable value catalysts. Third Quarter 2026 BSVN $565MFTLF $78MGDOT $703M