Barry Rosenstein and JANA Partners Love These Stocks

Barry Rosenstein’s Jana Partners filed a 13F to disclose its holdings in the last quarter of 2013. Jana Partners is a value-oriented investment firm. Barry Rosenstein asserts that his fund is investing in firms with healthy cashflow. In its latest 13F, the fund’s equity portfolio presents a total value of $7.9 billion, which is a decrease of $783.4 million from a quarter earlier. Let’s take a look at the fund’s top five stock picks.

The first on the list is Ashland Inc. (NYSE:ASH) in which the fund owns 6.68 million shares, with a reported value of $648.85 million. Ashland Inc. (NYSE:ASH) provides chemical solutions, products, technologies, and resources for consumers and producers around the world.

Oil States International, Inc. (NYSE:OIS) is the second biggest position in the fund’s equity portfolio. The fund owns 6.12 million shares of the company, with a reported value of $622.62 million. The fund increased its position in the stock by 669,947 shares from a quarter earlier. Oil States International, Inc.(NYSE:OIS) provides specialty products and services to the oil and gas drilling and production companies worldwide.

Equinix Inc (NASDAQ:EQIX) represents the third largest position in Jana Partner’s equity portfolio. The fund owns 3.01 million shares of the company, worth $534.16 million. The company operates in the Americas, Europe, the Middle East, Africa, and the Asia. The company’s services include protection and connection of the information assets used by enterprises, financial services companies, and content providers.

On the next position is Walgreen Company (NYSE:WAG). Jana Partners owns 7.34 million shares of the company, with a reported value of $422.03 million. The company operates drug stores; and provides consumer goods and services in the Unites States. Jana Partners increased its position in Walgreen Company (NYSE:WAG) by 6 million shares from a quarter earlier.

QEP Resources Inc (NYSE:QEP) represents the fifth largest position in the fund’s equity portfolio. The fund owns 13.77 million shares, with a reported value of $421.9 million. The fund increased its position in the company by 5 million shares from a quarter earlier. The company operates as an independent oil and natural gas exploration and production company.

Disclosure: none

Recommended Reading:

Fifth & Pacific Companies Inc (FNP) & Hanesbrands Inc. (HBI) Are Among Largest Holdings in Scopus Asset Management’s Latest 13F

Billionaire Richard Perry’s Latest Stock Picks: American International Group Inc (AIG), NRG Energy Inc (NRG) & Others

Billionaire Marc Lasry’s Top Stock Picks: Houghton Mifflin Harcourt Co. (HMHC), Dynegy Inc. (DYN) & Others