FOCUSED INVESTORS FUND L P

CIK

1380089

Location

LOS ANGELES, CA

Portfolio Value

Small $291,353,133

Diversification

Diversified

Filing Date

Mar 31, 2024

Global Rank

#746 / 7,296

Top Industry

Healthcare Plans 21.3%

3Y Alpha vs SPY

-8.8%

Period ended 2 years ago

Filed Apr 25, 2024 · 2y

Clone Performance

May 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+22.3%

SPY

+43.4%

Annualised alpha

-8.8%

Max drawdown

−15.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

23 positions · as of Mar 31, 2024

Top Position

7.8%

of portfolio value

Top 5

32.5%

of portfolio value

Top 10

57.7%

of portfolio value

HHI

483

Diversified

Sector Breakdown

As of Mar 31, 2024

Sector	% Portfolio	Value	Positions
Healthcare	26.2%	$835,738,708	4
Industrials	16.9%	$538,867,506	5
Consumer Cyclical	13.9%	$444,178,764	4
Financial Services	12.9%	$413,409,603	3
Technology	11.5%	$367,367,845	2
Consumer Defensive	9.1%	$291,353,133	3
Unclassified	5.7%	$181,555,520	1
Communication Services	3.8%	$120,653,078	1

Portfolio Positions

Compact Export CSV View 13F filing

3 positions · $291,353,133 total · Consumer Defensive only · as of Mar 31, 2024

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TGT	Target Corp Consumer Defensive	First	708,400	—	$125,535,564	—	43.09%
PEP	Pepsico Inc Consumer Defensive	First	579,000	—	$101,330,790	—	34.78%
KO	Coca Cola Co Consumer Defensive	First	1,054,050	—	$64,486,779	—	22.13%