0001426398-23-000008.txt : 20230725 0001426398-23-000008.hdr.sgml : 20230725 20230725133322 ACCESSION NUMBER: 0001426398-23-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230725 DATE AS OF CHANGE: 20230725 EFFECTIVENESS DATE: 20230725 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: 231107829 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 06-30-2023 06-30-2023 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 07-25-2023 0 23 2981160 false INFORMATION TABLE 2 inftable.xml 2ND QUARTER 2023 American Express Co. COM 025816109 88685 509100 SH SOLE 509100 0 0 CVS Health Corporation COM 126650100 81162 1174050 SH SOLE 1174050 0 0 Elevance Health, Inc. COM 036752103 208572 469450 SH SOLE 469450 0 0 FedEx Corporation COM 31428X106 140225 565650 SH SOLE 565650 0 0 Fiserv, Inc. COM 337738108 155240 1230600 SH SOLE 1230600 0 0 Johnson & Johnson COM 478160104 220473 1332000 SH SOLE 1332000 0 0 L3Harris Technologies, Inc. COM 502431109 79179 404450 SH SOLE 404450 0 0 Lockheed Martin Corp. COM 539830109 105772 229750 SH SOLE 229750 0 0 Lowe's Companies, Inc. COM 548661107 117872 522250 SH SOLE 522250 0 0 McDonald's Corporation COM 580135101 146504 490950 SH SOLE 490950 0 0 Microsoft Corp. COM 594918104 215000 631350 SH SOLE 631350 0 0 Morgan Stanley COM 617446448 156474 1832250 SH SOLE 1832250 0 0 Northrop Grumman Corporation COM 666807102 112697 247250 SH SOLE 247250 0 0 Oracle Corporation COM 68389X105 154865 1300400 SH SOLE 1300400 0 0 PepsiCo, Inc. COM 713448108 115846 625450 SH SOLE 625450 0 0 RTX Corporation COM 75513E101 87459 892800 SH SOLE 892800 0 0 Target Corp. COM 87612E106 101431 769000 SH SOLE 769000 0 0 The Cigna Group COM 125523100 146487 522050 SH SOLE 522050 0 0 The Coca-Cola Co. COM 191216100 68816 1142750 SH SOLE 1142750 0 0 The Goldman Sachs Group, Inc. COM 38141G104 110244 341800 SH SOLE 341800 0 0 The Home Depot, Inc. COM 437076102 79151 254800 SH SOLE 254800 0 0 The TJX Companies, Inc. COM 872540109 93265 1099950 SH SOLE 1099950 0 0 UnitedHealth Group Inc. COM 91324P102 195741 407250 SH SOLE 407250 0 0