0001426398-23-000010.txt : 20231019 0001426398-23-000010.hdr.sgml : 20231019 20231019161702 ACCESSION NUMBER: 0001426398-23-000010 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231019 DATE AS OF CHANGE: 20231019 EFFECTIVENESS DATE: 20231019 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: 231334910 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 09-30-2023 09-30-2023 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 10-19-2023 0 23 2810451499 false INFORMATION TABLE 2 inftable.xml American Express Co. COM 025816109 74878461 501900 SH SOLE 501900 0 0 CVS Health Corporation COM 126650100 80701447 1155850 SH SOLE 1155850 0 0 Elevance Health, Inc. COM 036752103 203014575 466250 SH SOLE 466250 0 0 FedEx Corporation COM 31428X106 147494210 556750 SH SOLE 556750 0 0 Fiserv, Inc. COM 337738108 136952704 1212400 SH SOLE 1212400 0 0 Johnson & Johnson COM 478160104 204032500 1310000 SH SOLE 1310000 0 0 L3Harris Technologies, Inc. COM 502431109 89062380 511500 SH SOLE 511500 0 0 Lockheed Martin Corp. COM 539830109 92690784 226650 SH SOLE 226650 0 0 Lowe's Companies, Inc. COM 548661107 107151912 515550 SH SOLE 515550 0 0 McDonald's Corporation COM 580135101 127728884 484850 SH SOLE 484850 0 0 Microsoft Corp. COM 594918104 196443862 622150 SH SOLE 622150 0 0 Morgan Stanley COM 617446448 147892119 1810850 SH SOLE 1810850 0 0 Northrop Grumman Corporation COM 666807102 106724065 242450 SH SOLE 242450 0 0 Oracle Corporation COM 68389X105 135778848 1281900 SH SOLE 1281900 0 0 PepsiCo, Inc. COM 713448108 104502120 616750 SH SOLE 616750 0 0 RTX Corporation COM 75513E101 63376782 880600 SH SOLE 880600 0 0 Target Corp. COM 87612E106 83712547 757100 SH SOLE 757100 0 0 The Cigna Group COM 125523100 148570454 519350 SH SOLE 519350 0 0 The Coca-Cola Co. COM 191216100 62946711 1124450 SH SOLE 1124450 0 0 The Goldman Sachs Group, Inc. COM 38141G104 121371107 375100 SH SOLE 375100 0 0 The Home Depot, Inc. COM 437076102 76053672 251700 SH SOLE 251700 0 0 The TJX Companies, Inc. COM 872540109 96359252 1084150 SH SOLE 1084150 0 0 UnitedHealth Group Inc. COM 91324P102 203012103 402650 SH SOLE 402650 0 0