0001426398-23-000006.txt : 20230426 0001426398-23-000006.hdr.sgml : 20230426 20230426124510 ACCESSION NUMBER: 0001426398-23-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230426 DATE AS OF CHANGE: 20230426 EFFECTIVENESS DATE: 20230426 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Focused Investors LLC CENTRAL INDEX KEY: 0001426398 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: 23848371 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 03-31-2023 03-31-2023 Focused Investors LLC

1999 AVENUE OF THE STARS SUITE 3320 LOS ANGELES CA 90067

13F HOLDINGS REPORT 028-12707 N Beverly Tecson 310-734-1214 Beverly Tecson Los Angeles CA 04-26-2023 0 23 2902949 false INFORMATION TABLE 2 inftable.xml 1ST QUARTER 2023 American Express Co. COM 025816109 84430 511850 SH SOLE 511850 0 0 CVS Health Corporation COM 126650100 87660 1179650 SH SOLE 1179650 0 0 Elevance Health, Inc. COM 036752103 216892 471700 SH SOLE 471700 0 0 FedEx Corporation COM 31428X106 129862 568350 SH SOLE 568350 0 0 Fiserv, Inc. COM 337738108 139841 1237200 SH SOLE 1237200 0 0 Johnson & Johnson COM 478160104 207460 1338450 SH SOLE 1338450 0 0 L3Harris Technologies, Inc. COM 502431109 68184 347450 SH SOLE 347450 0 0 Lockheed Martin Corp. COM 539830109 109130 230850 SH SOLE 230850 0 0 Lowe's Companies, Inc. COM 548661107 104944 524800 SH SOLE 524800 0 0 McDonald's Corporation COM 580135101 137946 493350 SH SOLE 493350 0 0 Microsoft Corp. COM 594918104 193132 669900 SH SOLE 669900 0 0 Morgan Stanley COM 617446448 161771 1842500 SH SOLE 1842500 0 0 Northrop Grumman Corporation COM 666807102 114737 248500 SH SOLE 248500 0 0 Oracle Corporation COM 68389X105 143636 1545800 SH SOLE 1545800 0 0 PepsiCo, Inc. COM 713448108 114557 628400 SH SOLE 628400 0 0 Raytheon Technologies Corp. COM 75513E101 87848 897050 SH SOLE 897050 0 0 Target Corp. COM 87612E106 127966 772600 SH SOLE 772600 0 0 The Cigna Group COM 125523100 134051 524600 SH SOLE 524600 0 0 The Coca-Cola Co. COM 191216100 71229 1148300 SH SOLE 1148300 0 0 The Goldman Sachs Group, Inc. COM 38141G104 112117 342750 SH SOLE 342750 0 0 The Home Depot, Inc. COM 437076102 75565 256050 SH SOLE 256050 0 0 The TJX Companies, Inc. COM 872540109 86607 1105250 SH SOLE 1105250 0 0 UnitedHealth Group Inc. COM 91324P102 193384 409200 SH SOLE 409200 0 0