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) 590

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

Sector Weighting

Basic Materials 23.17%
Capital Goods
Conglomerates 8.16%
Consumer Cyclical
Consumer/Non-Cyclical 0%
Energy 6.82%
Financial
Healthcare 6.76%
Services 24.44%
Technology 1.41%
Transportation 9.98%
Utilities 4.51%

35 Activity 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 55,704 -1,393 (2.44) 6,600,000
RITE AID CORP COM 52,898 17,733 50.43 9,777,777
WALGREEN CO COM 41,067 -7,898 (16.13) 650,000
MEDTRONIC INC COM 39,918 39,918 New 600,000
LSB INDS INC COM 36,870 12,905 53.85 1,000,000
CF INDS HLDGS INC COM 36,359 15,583 75 140,000
CIVEO CORP COM 34,033 30,460 852.56 1,333,588
DELTA AIR LINES INC DEL COM NEW 33,524 33,524 New 850,000
AMERICAN AIRLS GROUP INC COM 28,538 -24,733 (46.43) 750,000
KINDER MORGAN INC DEL WT EXP 052517 25,392 -4,048 (13.75) 6,900,000
SUNCOKE ENERGY INC COM 23,430 3,515 17.65 1,000,000
WESTMORELAND COAL CO COM 22,690 2,870 14.48 572,400
CENVEO INC COM 17,654 2,602 17.29 6,216,200
YRC WORLDWIDE INC COM PAR $.01 17,472 11,204 178.75 800,000
CUMULUS MEDIA INC CL A 14,138 -13,485 (48.82) 3,250,000
TALISMAN ENERGY INC COM 10,285 10,285 New 1,100,000
SUNEDISON INC COM 8,316 8,316 New 400,000
MCCLATCHY CO CL A 7,934 -5,225 (39.71) 2,050,000
AIR TRANSPORT SERVICES GRP INC COM 7,909 -1,092 (12.13) 946,100
GRAPHIC PACKAGING HLDG CO COM 7,860 -10,671 (57.59) 615,000


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