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) 663

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

Sector Weighting

Basic Materials 22.78%
Capital Goods
Conglomerates 6.67%
Consumer Cyclical 0%
Consumer/Non-Cyclical 1.62%
Energy 4.98%
Financial 0%
Healthcare
Services 35.72%
Technology 7.72%
Transportation 2.53%
Utilities 3.48%

37 Positions as of 03/31/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
APOLLO ED GROUP INC CL A 14,635 9,366 177.78 500,000
CUMULUS MEDIA INC CL A 36,005 8,938 33.02 6,350,000
MCCLATCHY CO CL A 17,340 3,315 23.64 3,400,000
ZYNGA INC CL A 27,693 1,897 7.35 9,050,000
AIR PRODS & CHEMS INC COM 16,331 16,331 New 120,000
AIR TRANSPORT SERVICES GRP INC COM 8,743 312 3.70 1,076,700
AMERICAN AIRLS GROUP INC COM 60,662 -8,666 (12.5) 1,400,000
ARCH COAL INC COM 7,462 7,462 New 2,600,000
CENVEO INC COM 18,285 New 5,300,000
CF INDS HLDGS INC COM 20,175 -22,697 (52.94) 80,000
CIVEO CORP COM 3,583 3,583 New 140,000
COMVERSE INC COM -7,791 Sold Out 0
GENERAL MTRS CO COM -33,669 Sold Out 0
GRAPHIC PACKAGING HLDG CO COM 16,762 4,046 31.82 1,450,000
HERTZ GLOBAL HOLDINGS INC COM 23,032 23,032 New 800,000
KATE SPADE & CO COM -19,362 Sold Out 0
LEE ENTERPRISES INC COM 11,495 -1,045 (8.33) 2,750,000
LSB INDS INC COM 23,985 8,736 57.29 650,000
MONSTER WORLDWIDE INC COM 12,042 12,042 New 1,800,000
OIL STS INTL INC COM 4,460 4,460 New 70,000