EdgeMarket › What Focused Investors Fund L P reported owning
What Focused Investors Fund L P reported owning
As filed on Form 13F for the quarter ending 2024-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
3.2BPositions
23Quarter
2024-03-31Shown below
23largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| ELV Elevance Health, Inc. | 249.9M | 7.8% | 481.9K | 400.54 | +29.2% |
| CI Cigna Group | 205.5M | 6.4% | 565.9K | 277.51 | -8.9% |
| MSFT MICROSOFT CORP | 202.9M | 6.4% | 482.1K | 483.24 | -4.4% |
| JNJ JOHNSON & JOHNSON | 194.0M | 6.1% | 1.2M | 270.24 | +51.1% |
| UNH UNITEDHEALTH GROUP INC | 186.3M | 5.8% | 376.6K | 390.11 | +30.1% |
| FISV FISERV INC | 181.6M | 5.7% | 1.1M | 52.58 | -62.4% |
| ORCL ORACLE CORP | 164.5M | 5.2% | 1.3M | 146.47 | -37.7% |
| MS MORGAN STANLEY | 159.7M | 5.0% | 1.7M | 214.20 | +48.6% |
| FDX FEDEX CORP | 151.4M | 4.7% | 522.6K | 325.08 | +43.1% |
| GS GOLDMAN SACHS GROUP INC | 146.3M | 4.6% | 350.3K | 1,039.28 | +44.2% |
| MCD MCDONALDS CORP | 128.1M | 4.0% | 454.3K | 270.95 | -13.5% |
| TGT TARGET CORP | 125.5M | 3.9% | 708.4K | 165.44 | +67.6% |
| LOW LOWES COMPANIES INC | 122.9M | 3.8% | 482.3K | 216.09 | -16.0% |
| DIS Walt Disney Co | 120.7M | 3.8% | 986.0K | 107.78 | -7.9% |
| NOC NORTHROP GRUMMAN CORP /DE/ | 108.4M | 3.4% | 226.4K | 551.03 | -7.0% |
| AXP AMERICAN EXPRESS CO | 107.4M | 3.4% | 471.6K | 336.00 | +8.9% |
| TJX TJX COMPANIES INC /DE/ | 103.1M | 3.2% | 1.0M | 140.53 | +1.6% |
| LHX L3HARRIS TECHNOLOGIES, INC. /DE/ | 101.9M | 3.2% | 478.1K | 266.73 | -3.4% |
| PEP PEPSICO INC | 101.3M | 3.2% | 579.0K | 143.48 | -4.8% |
| LMT LOCKHEED MARTIN CORP | 96.6M | 3.0% | 212.4K | 563.57 | +26.4% |
| HD HOME DEPOT, INC. | 90.1M | 2.8% | 234.8K | 335.61 | -16.5% |
| RTX RTX Corp | 80.6M | 2.5% | 826.4K | 209.91 | +34.1% |
| KO COCA COLA CO | 64.5M | 2.0% | 1.1M | 91.10 | +28.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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