LONESTAR CAPITAL MANAGEMENT LLC Information

ONE MARITIME PLAZA, SUITE 1105, SAN FRANCISCO, California, 94111, (415) 362-7677

Report Date: 06/30/2014

Position Statistics

Total Positions 37
New Positions 7
Increased Positions 15
Decreased Positions 20
Positions with Activity 35
Sold Out Positions 9
Total Mkt Value (in $ millions) 527

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 24.97%
Capital Goods
Conglomerates 8.04%
Consumer Cyclical
Consumer/Non-Cyclical 0%
Energy 6.3%
Financial
Healthcare 7.37%
Services 25.07%
Technology 1.38%
Transportation 9.99%
Utilities 4.47%

37 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SIBANYE GOLD LTD SPONSORED ADR 53,724 -1,343 (2.44) 6,600,000
RITE AID CORP COM 47,716 15,996 50.43 9,777,777
WALGREEN CO COM 39,975 -7,688 (16.13) 650,000
MEDTRONIC INC COM 38,796 38,796 New 600,000
CF INDS HLDGS INC COM 35,634 15,272 75 140,000
LSB INDS INC COM 35,130 12,296 53.85 1,000,000
DELTA AIR LINES INC DEL COM NEW 31,705 31,705 New 850,000
AMERICAN AIRLS GROUP INC COM 27,780 -24,076 (46.43) 750,000
KINDER MORGAN INC DEL WT EXP 052517 22,425 -3,575 (13.75) 6,900,000
SUNCOKE ENERGY PARTNERS L P COMUNIT REP LT 21,475 New 825,000
SUNCOKE ENERGY INC COM 20,860 3,129 17.65 1,000,000
WESTMORELAND COAL CO COM 19,496 2,466 14.48 572,400
CIVEO CORP COM 16,670 14,920 852.56 1,333,588
CENVEO INC COM 14,049 2,071 17.29 6,216,200
YRC WORLDWIDE INC COM PAR $.01 13,816 8,860 178.75 800,000
WESTERN REFNG LOGISTICS LP COM UNIT REP LTP 12,986 New 430,000
CUMULUS MEDIA INC CL A 12,220 -11,656 (48.82) 3,250,000
SUNEDISON INC COM 7,292 7,292 New 400,000
TALISMAN ENERGY INC COM 7,205 7,205 New 1,100,000
AIR TRANSPORT SERVICES GRP INC COM 7,086 -978 (12.13) 946,100


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