LONESTAR CAPITAL MANAGEMENT LLC

CIK: 0001317410Latest portfolio: $624K · Q4 2025

Holdings

31

Total Value

$624K

New Positions

14

Closed Positions

10

#StockSharesValue% PortfolioChangeType
1
SPYSPDR S&P 500 ETF TR
2,500$170K27.24%-500Put
2
NDQINVESCO QQQ TR
2,500$153K24.52%-1,000Put
3
TLTISHARES TR
13,000$113K18.11%+7KPut
4
GTXGARRETT MOTION INC
900,000$15K2.40%-110,000
5
ETENERGY TRANSFER L P
929,000$15K2.40%-171,000
6
DHCDIVERSIFIED HEALTHCARE TR
3,000,000$14K2.24%-600,000
7
DCHAMERICAN AXLE & MFG HLDGS IN
2,156,574$13K2.08%+1.9M
8
CECELANESE CORP DEL
235,000$9K1.44%NEW
9
DRVNDRIVEN BRANDS HLDGS INC
560,000$8K1.28%NEW
10
EXEEXPAND ENERGY CORPORATION
75,000$8K1.28%+35K
11
PCGPG&E CORP
550,000$8K1.28%+415K
12
RIGTRANSOCEAN LTD
1,800,000$7K1.12%NEW
13
B7SBROOKDALE SR LIVING INC
660,000$7K1.12%NEW
14
GDXJVANECK ETF TRUST
60,000$6K0.96%-24,000
15
SDRLSEADRILL LTD
200,000$6K0.96%NEW
16
GDXVANECK ETF TRUST
80,000$6K0.96%-30,000
17
TLNTALEN ENERGY CORP
16,000$5K0.80%NEW
18
NRANRG ENERGY INC
37,000$5K0.80%-23,000
19
GSLGLOBAL SHIP LEASE INC NEW
160,000$5K0.80%-128,000
20
LUMNLUMEN TECHNOLOGIES INC CMN
525,000$4K0.64%-475,000
21
LINCLINCOLN EDL SVCS CORP
200,000$4K0.64%NEW
22
THTARGET HOSPITALITY CORP
500,000$4K0.64%NEW
23
ADTADT INC DEL
520,000$4K0.64%
24
DOWDOW INC
150,000$3K0.48%NEW
25
EQTEQT CORP
60,000$3K0.48%

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
PCG550K+415K
EXE75K+35K
GDX80K+-30000
GTX900K+-110000
ET929K+-171000
LUMN525K+-475000

Decreased Positions

NameSharesChange
DHC3.0M-600000
GSL160K-128000
GDXJ60K-24000
NRA37K-23000
NDQ3K-1000
SPY3K-500
TLT13K7K
DCH2.2M1.9M

Sector Breakdown

Financial Services0.0% ($170.1B)
Energy0.0% ($158.8M)
Unknown0.0% ($15.4M)
Industrials0.0% ($13.5M)
Utilities0.0% ($853K)
Consumer Defensive0.0% ($421K)
Consumer Cyclical0.0% ($158K)
Technology0.0% ($142K)
Basic Materials0.0% ($93K)
Communication Services0.0% ($4K)
Real Estate0.0% ($2K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 17, 2026$624K31
Q3 2025Nov 14, 2025$684.9B27
Q2 2025Aug 14, 2025$269.6B18
Q1 2025May 15, 2025$261.0B18
Q4 2024Feb 14, 2025$273.9B22

Fund Information

CIK0001317410
Most Recent FilingFeb 17, 2026
Number of Filings5

LONESTAR CAPITAL MANAGEMENT LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $624K across 31 holdings. The largest position is SPDR S&P 500 ETF TR (SPY), representing 27.2% of the portfolio. Compared to the previous quarter, the fund opened 15 new positions and closed 11 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.