Insider Trading February 26, 2026

Abrams Funds Add $12.3 Million Position in ContextLogic, Raising Stake to 18.27 Million Shares

Collective purchase of 1.76 million shares disclosed in Form 4; trade occurred one week before next earnings report

By Hana Yamamoto LOGC
Abrams Funds Add $12.3 Million Position in ContextLogic, Raising Stake to 18.27 Million Shares
LOGC

A group of Abrams Capital-affiliated funds acquired 1,758,794 shares of ContextLogic Holdings Inc (LOGC) at $7.00 per share on February 26, 2026, a transaction that totaled $12,311,558. The purchase was reported on an SEC Form 4 and increases the combined Abrams position to 18,269,534 shares. The trade represents roughly 5.7% of ContextLogic's $215 million market capitalization, and LOGC shares were trading at $7.98 at the time of reporting. InvestingPro data cited in the filing notes LOGC's beta at 2.16.

Key Points

  • Abrams-linked funds acquired 1,758,794 shares of ContextLogic at $7.00 per share on February 26, 2026, for a total of $12,311,558.
  • Following the purchase the Abrams Funds collectively hold 18,269,534 shares; the buy represents about 5.7% of ContextLogic's $215 million market capitalization and the stock was trading at $7.98.
  • The transaction was reported on an SEC Form 4, took place seven days before the company's March 6, 2026 earnings report, and InvestingPro data included in the filing lists LOGC's beta at 2.16.

A consortium of Abrams Capital Management vehicles and affiliated entities disclosed a collective acquisition of 1,758,794 shares of ContextLogic Holdings Inc (NASDAQ: LOGC) on February 26, 2026. The block was purchased at $7.00 per share, resulting in a cash outlay of $12,311,558, according to a Form 4 filing with the Securities and Exchange Commission.

After the transaction, the Abrams Funds - which comprise Abrams Capital Partners I, L.P., Abrams Capital Partners II, L.P., Riva Capital Partners V, L.P., and Riva Capital Partners VI, L.P. - hold a combined 18,269,534 shares of ContextLogic. The filing states that the purchase equates to approximately 5.7% of the company’s $215 million market capitalization. The company’s shares were reported to be trading at $7.98.

The regulatory filing also includes context about the management and organizational structure behind the investing vehicles. Abrams Capital, LLC serves as the general partner for Abrams Capital Partners I, L.P. and Abrams Capital Partners II, L.P. Riva Capital Management V, LLC is the general partner of Riva Capital Partners V, L.P., while Riva Capital Management VI, LLC is the general partner of Riva Capital Partners VI, L.P. Abrams Capital Management, L.P. acts as the investment manager for each of the Abrams Funds.

David C. Abrams is identified in the filing as the Managing Member of Abrams Capital, LLC; Abrams Capital Management, LLC; Riva Capital Management V, LLC; and Riva Capital Management VI, LLC. The Form 4 notes that each reporting person disclaims beneficial ownership of the reported shares except to the extent of its pecuniary interest.

The purchase was filed with the SEC as required. The timing of the trade is notable in that it occurred seven days before ContextLogic's next scheduled earnings report on March 6, 2026. The filing additionally references InvestingPro data, which characterizes LOGC's stock as relatively volatile, with a beta of 2.16. InvestingPro is also noted as offering six additional exclusive tips about LOGC for investors seeking more information.

This disclosure provides a clear record of the Abrams group increasing its exposure to ContextLogic through a sizeable cash investment disclosed in standard SEC filings and documents the ownership and management relationships among the reporting entities. Beyond the mechanics and timing of the trade, the filing reiterates the reporting persons' disclaimer regarding beneficial ownership, limiting the reported holdings to pecuniary interest only.

Risks

  • LOGC's reported beta of 2.16 indicates elevated historical volatility, which can affect equity investors and market-sensitive sectors.
  • The filing states each reporting person disclaims beneficial ownership except to the extent of pecuniary interest, which may limit clarity on the extent of control or voting influence held by the reporting entities.
  • The timing of the purchase - seven days prior to the March 6, 2026 earnings announcement - introduces near-term event risk tied to company results and market reactions.

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