EdgeMarket › What Lonestar Capital Management Llc reported owning
What Lonestar Capital Management Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
670.8MPositions
32Quarter
2026-03-31Shown below
26largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| ET Energy Transfer LP | 17.4M | 2.6% | 900.0K | 21.19 | +22.3% |
| GTX Garrett Motion Inc. | 14.5M | 2.2% | 800.0K | 26.62 | +102.4% |
| CE Celanese Corp | 13.2M | 2.0% | 200.0K | 46.80 | +3.1% |
| DHC DIVERSIFIED HEALTHCARE TRUST | 10.6M | 1.6% | 1.6M | 8.02 | +125.3% |
| TLN Talen Energy Corp | 9.6M | 1.4% | 30.0K | 314.46 | -12.7% |
| EXE EXPAND ENERGY Corp | 9.3M | 1.4% | 85.0K | 96.09 | +2.2% |
| BKD Brookdale Senior Living Inc. | 9.0M | 1.3% | 660.0K | 11.80 | +61.4% |
| DCH Dauch Corp | 8.9M | 1.3% | 1.5M | 6.88 | +22.6% |
| NRG NRG ENERGY, INC. | 8.8M | 1.3% | 60.0K | 113.11 | -23.7% |
| VST Vistra Corp. | 7.5M | 1.1% | 50.0K | 136.21 | -29.4% |
| DOW DOW INC. | 7.5M | 1.1% | 180.0K | 32.35 | +34.3% |
| GDX VanEck Gold Miners ETF | 7.3M | 1.1% | 80.0K | 102.83 | +76.3% |
| GDXJ VanEck Junior Gold Miners ETF | 7.2M | 1.1% | 60.0K | 132.59 | +80.9% |
| PCG PG&E Corp | 6.7M | 1.0% | 380.0K | 17.60 | +14.6% |
| LINC LINCOLN EDUCATIONAL SERVICES CORP | 6.1M | 0.9% | 150.0K | 25.72 | +31.9% |
| RIG Transocean Ltd. | 6.0M | 0.9% | 900.0K | 5.92 | +111.4% |
| GSL Global Ship Lease, Inc. | 6.0M | 0.9% | 160.0K | 43.83 | +46.9% |
| EQT EQT Corp | 5.7M | 0.9% | 90.0K | 53.72 | +4.6% |
| LYB LyondellBasell Industries N.V. | 4.8M | 0.7% | 60.0K | 67.53 | +22.0% |
| SDRL SEADRILL Ltd | 4.5M | 0.7% | 100.0K | 47.29 | +62.0% |
| TH Target Hospitality Corp. | 3.5M | 0.5% | 375.0K | 17.85 | +98.3% |
| UTI UNIVERSAL TECHNICAL INSTITUTE INC | 3.1M | 0.5% | 85.0K | 22.35 | -14.3% |
| POOL POOL CORP | 3.0M | 0.5% | 15.0K | 187.98 | -40.3% |
| LUMN Lumen Technologies, Inc. | 3.0M | 0.4% | 425.0K | 5.94 | +34.1% |
| BAK BRASKEM SA | 1.8M | 0.3% | 500.0K | 1.99 | -31.4% |
| SMCI Super Micro Computer, Inc. | 1.0M | 0.2% | 45.0K | 37.24 | -12.6% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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