LONESTAR CAPITAL MANAGEMENT LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 37
New Positions 11
Increased Positions 21
Decreased Positions 12
Positions with Activity 33
Sold Out Positions 7
Total Mkt Value (in $ millions) 662

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

Sector Weighting

Basic Materials 22.74%
Capital Goods
Conglomerates 6.66%
Consumer Cyclical 0%
Consumer/Non-Cyclical 1.66%
Energy 5.02%
Financial 0%
Healthcare
Services 35.91%
Technology 7.73%
Transportation 2.52%
Utilities 3.43%

21 INCREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SIBANYE GOLD LTD SPONSORED ADR 73,671 13,419 22.27 6,765,000
WALGREEN CO COM 56,467 56,467 New 775,000
CUMULUS MEDIA INC CL A 36,830 9,143 33.02 6,350,000
ZYNGA INC CL A 27,512 1,885 7.35 9,050,000
LSB INDS INC COM 24,291 8,848 57.29 650,000
TERADATA CORP DEL COM 23,683 11,842 100 550,000
HERTZ GLOBAL HOLDINGS INC COM 23,040 23,040 New 800,000
KINDER MORGAN INC DEL WT EXP 052517 22,720 22,720 New 8,000,000
WESTMORELAND COAL CO COM 21,005 21,005 New 500,000
SUNCOKE ENERGY INC COM 18,649 2,743 17.24 850,000
MCCLATCHY CO CL A 17,714 3,387 23.64 3,400,000
GRAPHIC PACKAGING HLDG CO COM 16,646 4,018 31.82 1,450,000
AIR PRODS & CHEMS INC COM 15,640 15,640 New 120,000
APOLLO ED GROUP INC CL A 14,575 9,328 177.78 500,000
MONSTER WORLDWIDE INC COM 11,952 11,952 New 1,800,000
HERBALIFE LTD COM USD SHS 10,979 10,979 New 162,000
AIR TRANSPORT SERVICES GRP INC COM 8,721 311 3.70 1,076,700
YRC WORLDWIDE INC COM PAR $.01 7,993 7,993 New 287,000
ARCH COAL INC COM 7,800 7,800 New 2,600,000
OIL STS INTL INC COM 4,445 4,445 New 70,000


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