LONESTAR CAPITAL MANAGEMENT LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 32
New Positions 5
Increased Positions 7
Decreased Positions 24
Positions with Activity 31
Sold Out Positions 13
Total Mkt Value (in $ millions) 275

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

Sector Weighting

Basic Materials 45.15%
Capital Goods
Conglomerates 6.81%
Consumer Cyclical
Consumer/Non-Cyclical
Energy 10.36%
Financial
Healthcare 2.68%
Services 11.64%
Technology 0%
Transportation 17.81%
Utilities 5.55%

31 Activity Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CF INDS HLDGS INC COM 54,922 16,477 42.86 200,000
UNITED CONTL HLDGS INC COM 32,640 32,640 New 500,000
SIBANYE GOLD LTD SPONSORED ADR 27,930 -20,580 (42.42) 3,800,000
WESTMORELAND COAL CO COM 23,100 4,211 22.29 700,000
SUNCOKE ENERGY PARTNERS L P COMUNIT REP LT 18,714 -3,354 (15.2) 699,600
LSB INDS INC COM 15,336 -16,944 (52.49) 475,100
KINDER MORGAN INC DEL WT EXP 052517 15,260 -14,824 (49.28) 3,500,000
BERRY PLASTICS GROUP INC COM 12,672 12,672 New 400,000
CENVEO INC COM 12,433 -1,118 (8.25) 5,703,400
DELTA AIR LINES INC DEL COM NEW 9,678 -31,454 (76.47) 200,000
KAPSTONE PAPER & PACKAGING CRP COM 8,997 8,997 New 300,000
MEDTRONIC INC COM 7,361 -36,805 (83.33) 100,000
AIR TRANSPORT SERVICES GRP INC COM 6,612 -1,619 (19.67) 760,000
YAHOO INC COM 6,358 6,358 New 125,000
LEE ENTERPRISES INC COM 5,053 -1,309 (20.58) 1,351,134
GLOBALSTAR INC COM 4,515 4,515 New 1,500,000
GRAPHIC PACKAGING HLDG CO COM 4,215 -4,426 (51.22) 300,000
MCCLATCHY CO CL A 3,616 -3,477 (49.02) 1,045,000
AMERICAN AIRLS GROUP INC COM -38,966 Sold Out 0
ATLANTIC PWR CORP COM NEW -1,315 Sold Out 0


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