BullishAgent BullishAgent Market Filings Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

LONESTAR CAPITAL MANAGEMENT LLC

· CIK 0001317410
13F Portfolio $685M AUM Filed Nov 14, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 27 New
Page 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JD JD.COM INC Consumer Cyclical 80,000.0 $2.8M 0.41% NEW $34.98 -12.8%
22 UPS UNITED PARCEL SERVICE INC Industrials 33,000.0 $2.8M 0.40% NEW $83.53 +20.9%
23 HTZ HERTZ GLOBAL HLDGS INC Industrials 400,000.0 $2.7M 0.40% NEW $6.80 -22.1%
24 FLUTTER ENTMT PLC 10,000.0 $2.5M 0.37% NEW $254.00
25 PCG PG&E CORP Utilities 135,000.0 $2.0M 0.30% NEW $15.08 +9.4%
26 DCH AMERICAN AXLE & MFG HLDGS IN Industrials 300,000.0 $1.8M 0.26% NEW $6.01 +6.3%
27 HPP HUDSON PAC PPTYS INC Real Estate 18,395.0 $51K 0.01% NEW $2.76 +306.9%
Page 2 of 2  ·  27 positions

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
Energy 27.6%
Industrials 21.3%
Real Estate 19.4%
Consumer Cyclical 13.8%
Utilities 9.8%
Communication Services 8.2%