Lonestar Capital Management LLC

Q4 2013 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
12/31/2013
Date filed
2/14/2014
Form type
13F-HR
Num holdings
35
Total value ($000)
$817,577
Net value change ($000)
New positions
25
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NEW RITE AID, LLC 53,282
AAL 40,400
CF 39,617
CUMULUS MEDIA INC 36,900
GM 36,783
ZYNGA INC 32,034
Sibanye Gold Ltd 26,613
GLD 23,224
SUNCOKE ENERGY PARTNERS LP 22,563
CENVEO INC 18,232
Top Reduces (Value $000, Stocks/ETFs)
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 293,959 (36.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type