SEC 13F Intelligence

Managers / Q1 2026

LONESTAR CAPITAL MANAGEMENT LLC

CIK 0001317410 · 601 CALIFORNIA STREET, 5TH FLOOR, SAN FRANCISCO, CA, 94108 · (415) 433-2010

Reported Value
$671M
Q1 2026
Positions
32
Filings on Record
30
2019–present window
Filed
May 15, 2026
original filing

Summary

Lonestar Capital Management Llc reported $671M in U.S.-listed holdings across 32 positions for Q1 2026.

Its largest position, ET, represents 2.6% of the portfolio.

Compared with Q4 2025, the fund opened 7 new positions and exited 7.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $210MQ4 ’18Q1 ’19: $394MQ2 ’19: $447MQ3 ’19: $302MQ4 ’19: $166MQ4 ’19Q1 ’20: $99MQ2 ’20: $306MQ3 ’20: $576MQ4 ’20: $584MQ4 ’20Q1 ’21: $491MQ2 ’21: $680MQ3 ’21: $999MQ4 ’21: $418MQ4 ’21Q1 ’22: $784MQ2 ’22: $499MQ3 ’22: $371MQ4 ’22: $438.1BQ4 ’22Q1 ’23: $622MQ2 ’23: $1.1BQ3 ’23: $704MQ4 ’23: $684MQ4 ’23Q1 ’24: $1.1BQ2 ’24: $90MQ3 ’24: $591MQ4 ’24: $274MQ4 ’24Q1 ’25: $261MQ2 ’25: $270MQ3 ’25: $685MQ4 ’25: $624MQ4 ’25Q1 ’26: $671Mfilingsflow.com

Portfolio Composition

By security type
ETP: 71.8%Common Stock: 20.6%Other: 3.2%MLP: 2.6%REIT: 1.6%Other: 0.3%
  • ETP · 71.8% · $482M
  • Common Stock · 20.6% · $138M
  • Other · 3.2% · $21M
  • MLP · 2.6% · $17M
  • REIT · 1.6% · $11M
  • Other · 0.3% · $2M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$671M32May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$624M31Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$685M27Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$270M18Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$261M18May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$274M22Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$591M20Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$90M13Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$1.1B22May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$684M21Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$704M27Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$1.1B29Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$622M27May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$438.1B28Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$371M25Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$499M23Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$784M30May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$418M28Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$999M27Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$680M24Aug 13, 202113F-HRchanges · EDGAR ↗
Q1 2021$491M20May 14, 202113F-HRchanges · EDGAR ↗
Q4 2020$584M27Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$576M25Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$306M17Aug 12, 202013F-HRchanges · EDGAR ↗
Q1 2020$99M19May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$166M19Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$302M23Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$447M26Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$394M26May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$210M17Feb 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.