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Portfolio (Quarterly) Guide ↗

LONESTAR CAPITAL MANAGEMENT LLC

· CIK 0001317410
13F Portfolio $624M AUM 31 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 15 New 4 Added 10 Reduced 11 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TLT PUT ISHARES TR 13,000.0 $113.3M 18.15% +7K +116.7% $8716.00 -99.0%
2 DCH AMERICAN AXLE & MFG HLDGS IN Industrials 2,156,574.0 $13.8M 2.21% +1.9M +618.9% $6.41 -0.3%
3 PCG PG&E CORP Utilities 550,000.0 $8.8M 1.42% +415K +307.4% $16.07 +2.6%
4 EXPAND ENERGY CORPORATION 75,000.0 $8.3M 1.33% +35K +87.5% $110.36

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 18.1%
Energy 17.0%
Utilities 16.1%
Consumer Cyclical 15.7%
Real Estate 9.5%
Basic Materials 8.8%
Consumer Defensive 5.6%
Healthcare 4.7%
Communication Services 2.7%
Technology 1.9%