Focused Investors LLC Portfolio Holdings

Focused Investors LLC

  • $3.07 Billion
  • Q4 2024

Focused Investors LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.07 Billion distributed in 24 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Unitedhealth Group Inc with a value of $216M, Elevance Health, Inc. with a value of $191M, Goldman Sachs Group Inc with a value of $190M, Oracle Corp with a value of $179M, and Johnson & Johnson with a value of $168M.

Examining the 13F form we can see an decrease of $159M in the current position value, from $3.23B to 3.07B.

Below you can find more details about Focused Investors LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.07 Billion
Healthcare: $746 Million
Industrials: $609 Million
Financial Services: $488 Million
Technology: $473 Million
Consumer Cyclical: $440 Million
Consumer Defensive: $174 Million
Communication Services: $136 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$490B
$216 Million 7.04% of portfolio
426,600
Q4 2024 Added 4.14%
$225B
$190 Million 6.2% of portfolio
332,100
Q4 2024 Reduced 0.81%
$470B
$179 Million 5.84% of portfolio
1,075,000
Q4 2024 Reduced 0.86%
$408B
$168 Million 5.47% of portfolio
1,160,250
Q4 2024 Reduced 0.85%
$235B
$165 Million 5.38% of portfolio
1,311,800
Q4 2024 Reduced 18.93%
$3.04T
$140 Million 4.56% of portfolio
331,500
Q4 2024 Reduced 0.85%
$201B
$136 Million 4.44% of portfolio
1,222,950
Q4 2024 Reduced 0.94%
$232B
$133 Million 4.33% of portfolio
447,000
Q4 2024 Reduced 0.75%
$227B
$125 Million 4.06% of portfolio
429,850
Q4 2024 Reduced 0.84%
$419B
$86.4 Million 2.82% of portfolio
222,150
Q4 2024 Reduced 0.8%

Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $3.07 Billion
  • Prior Value $3.23 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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