LONESTAR CAPITAL MANAGEMENT LLC Information

2420 SAND HILL ROAD, SUITE 202, MENLO PARK, California, 94025, (650) 854-7500

Report Date: 03/31/2015

Position Statistics

Total Positions 14
New Positions 7
Increased Positions 10
Decreased Positions 3
Positions with Activity 13
Sold Out Positions 0
Total Mkt Value (in $ millions) 99

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

Sector Weighting

Basic Materials 45.34%
Capital Goods 3.02%
Conglomerates
Consumer Cyclical 14.11%
Consumer/Non-Cyclical 5.21%
Energy 3.34%
Financial
Healthcare 1.24%
Services 8.75%
Technology
Transportation 19%
Utilities

14 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
CF INDS HLDGS INC COM 22,464 -3,209 (12.5) 70,000
UNITED CONTL HLDGS INC COM 8,054 -2,685 (25) 150,000
RITE AID CORP COM 2,140 -1,284 (37.5) 250,000
GRAPHIC PACKAGING HLDG CO COM 1,826 New 125,000
SANOFI CONTGNT VAL RT 1,230 352 40.13 1,821,700
SEADRILL PARTNERS LLC COMUNIT REP LB 1,471 1,471 New 100,000
PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR 1,830 1,830 New 200,000
AIR TRANSPORT SERVICES GRP INC COM 10,750 1,927 21.85 1,000,000
LSB INDS INC COM 2,210 2,210 New 51,400
HI-CRUSH PARTNERS LP COM UNIT LTD 2,986 2,986 New 100,000
BERRY PLASTICS GROUP INC COM 18,370 4,506 32.50 530,000
HERBALIFE LTD COM USD SHS 5,153 5,153 New 100,000
YAHOO INC COM 6,523 6,523 New 150,000
GOODYEAR TIRE & RUBR CO COM 13,966 13,966 New 440,000