Barry Rosenstein of Jana Partners has been looking for investment opportunities abroad. According to the latest SEC filing, the biggest position of the fund is AGRIUM INC. (NYSE:AGU). Jana reported a stake worth $900 million. Rosenstein is also betting big on oil companies with the fund currently owning 6.5 million shares of Oil States International, Inc.(NYSE:OIS) valued at $667 million.
The next big position is another oil company – Ashland Inc. (NYSE:ASH) – at 6.6 million shares worth $616 million. Closing the top 5 holdings of Jana Partners are URS Corp (NYSE:URS) and Groupon Inc (NASDAQ:GRPN) with both investments being valued at about $400 million.