0001426398-24-000002.txt : 20240125 0001426398-24-000002.hdr.sgml : 20240125 20240125171624 ACCESSION NUMBER: 0001426398-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240125 DATE AS OF CHANGE: 20240125 EFFECTIVENESS DATE: 20240125 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Focused Investors LLC CENTRAL INDEX KEY: 0001426398 ORGANIZATION NAME: IRS NUMBER: 270138622 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12707 FILM NUMBER: 24563196 BUSINESS ADDRESS: STREET 1: 1999 AVENUE OF THE STARS STREET 2: SUITE 3320 CITY: LOS ANGELES STATE: CA ZIP: 90067 BUSINESS PHONE: 310 734 1200 MAIL ADDRESS: STREET 1: 1999 AVENUE OF THE STARS STREET 2: SUITE 3320 CITY: LOS ANGELES STATE: CA ZIP: 90067 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001426398 XXXXXXXX 12-31-2023 12-31-2023 Focused Investors LLC

1999 AVENUE OF THE STARS SUITE 3320 LOS ANGELES CA 90067

13F HOLDINGS REPORT 028-12707 N Beverly Tecson 3107341214 Beverly Tecson Los Angeles CA 01-25-2024 0 23 3089188590 false INFORMATION TABLE 2 inftable.xml 4TH QUARTER 2023 American Express Co. COM 025816109 93482660 499000 SH SOLE 499000 0 0 Elevance Health, Inc. COM 036752103 217176958 460550 SH SOLE 460550 0 0 FedEx Corporation COM 31428X106 140082137 553750 SH SOLE 553750 0 0 Fiserv, Inc. COM 337738108 160151904 1205600 SH SOLE 1205600 0 0 Johnson & Johnson COM 478160104 204200872 1302800 SH SOLE 1302800 0 0 L3Harris Technologies, Inc. COM 502431109 107163456 508800 SH SOLE 508800 0 0 Lockheed Martin Corp. COM 539830109 102182958 225450 SH SOLE 225450 0 0 Lowe's Companies, Inc. COM 548661107 114112512 512750 SH SOLE 512750 0 0 McDonald's Corporation COM 580135101 142991947 482250 SH SOLE 482250 0 0 Microsoft Corp. COM 594918104 211842134 563350 SH SOLE 563350 0 0 Morgan Stanley COM 617446448 167882637 1800350 SH SOLE 1800350 0 0 Northrop Grumman Corporation COM 666807102 112891961 241150 SH SOLE 241150 0 0 Oracle Corporation COM 68389X105 146684759 1391300 SH SOLE 1391300 0 0 PepsiCo, Inc. COM 713448108 104171364 613350 SH SOLE 613350 0 0 RTX Corporation COM 75513E101 73689812 875800 SH SOLE 875800 0 0 Target Corp. COM 87612E106 107242260 753000 SH SOLE 753000 0 0 The Cigna Group COM 125523100 179864642 600650 SH SOLE 600650 0 0 The Coca-Cola Co. COM 191216100 65904365 1118350 SH SOLE 1118350 0 0 The Goldman Sachs Group, Inc. COM 38141G104 143776479 372700 SH SOLE 372700 0 0 The Home Depot, Inc. COM 437076102 86776120 250400 SH SOLE 250400 0 0 The TJX Companies, Inc. COM 872540109 101141251 1078150 SH SOLE 1078150 0 0 The Walt Disney Company COM 254687106 95003138 1052200 SH SOLE 1052200 0 0 UnitedHealth Group Inc. COM 91324P102 210772264 400350 SH SOLE 400350 0 0