UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F
FORM 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: June 30, 1999.
Check here if Amendment [ ]; Amendment Number:
This Amendment (Check only one): [ ] is a restatement.
[ ] adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Raiff Partners, Inc.
Address: 152 West 57th Street
New York, NY 10019
Form 13F File Number: 28-5866
The institutional investment manager filing this report and the person by whom
it is signed hereby represent that the person signing the report is authorized
to submit it, that all information contained herein is true, correct and
complete, and that it is understood that all required items, statements,
schedules, lists, and tables, are considered integral parts of this form.
Person Signing this Report on Behalf of Reporting Manager:
Name: John Grizzetti
Title: Chief Financial Officer
Phone: 212-247-6509
Signature, Place and Date of Signing:
/s/ John Grizzetti New York, NY Aug 13, 1999
Report Type (Check only one):
[X] 13F HOLDINGS REPORT
[ ] 13F NOTICE
[ ] 13F COMBINATION REPORT
<PAGE>
FORM 13F SUMMARY PAGE
Raiff Partners, Inc.
28-5866
Report for Period Ended: 06/30/1999
Report Summary:
Number of Other Included Managers: 3
Form 13F Information Table Entry Total: 119
Form 13F Information Table Value Total: $1,330,457 (thousands)
List of Other Included Managers:
No. 13F File No. Name
01 28-05534 Centurion Advisors, L.P.
02 28-05414 Centurion Investment Group, L.P.
03 28-07106 Centurion Investors, LLC
<PAGE>
FORM 13F INFORMATION TABLE
Raiff Partners, Inc.
28-5866
Report for Period Ended: 06/30/1999
<TABLE> <C> <C>
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COL 6 COLUMN 7 COLUMN 8
-------------------------- ---------------- --------- -------- ----------------- ------- ------------ -----------------------
VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE
-------------------------- ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- ------
DAIMLERCHRYSLER AG ORD D1668R123 22250 250000 SH DEFINED 01 02 03 250000
HELEN OF TROY CORP LTD COM G4388N106 1794 100000 SH DEFINED 01 02 03 100000
AT&T CORP COM 001957109 45655 818000 SH DEFINED 01 02 03 818000
AT&T CORP COM LIB GRP A 001957208 19478 530000 SH DEFINED 01 02 03 530000
ADELPHIA COMMUNICATIONS CORP CL A 006848105 18324 288000 SH DEFINED 01 02 03 288000
AIRBORNE FREIGHT CORP COM 009266107 2016 72800 SH DEFINED 01 02 03 72800
ALLMERICA FINANCIAL CORP COM 019754100 6933 114000 SH DEFINED 01 02 03 114000
ALLSTATE CORP COM 020002101 12951 361000 SH DEFINED 01 02 03 361000
ALTERA CORP COM 021441100 15093 410000 SH DEFINED 01 02 03 410000
AMERADA HESS CORP COM 023551104 6896 115900 SH DEFINED 01 02 03 115900
AMERICAN EXPRESS CO COM 025816109 5478 42100 SH DEFINED 01 02 03 42100
AMERICAN INTL GROUP INC COM 026874107 25209 215000 SH DEFINED 01 02 03 215000
AT HOME CORP COM SER A 045919107 3327 61680 SH DEFINED 01 02 03 61680
AT HOME CORP PUT JULY 140 0459198GX 978 61600 SH PUT DEFINED 01 02 03 0
AVIALL INC COM 05366B102 3646 193800 SH DEFINED 01 02 03 193800
AVONDALE INDUSTRIES INC COM 054350103 702 18000 SH DEFINED 01 02 03 18000
BANK OF NEW YORK COM 064057102 5481 149400 SH DEFINED 01 02 03 149400
BANK OF AMERICA CORP COM 066050104 29325 400000 SH DEFINED 01 02 03 400000
BEAR STEARNS COS INC COM 073902108 9874 211200 SH DEFINED 01 02 03 211200
BERKSHIRE REALTY INC COM 084710102 358 31000 SH DEFINED 01 02 03 31000
CNA FINANCIAL CORP COM 126117100 6869 170400 SH DEFINED 01 02 03 170400
CACHE INC COM 127150308 78 11300 SH DEFINED 01 02 03 11300
CAMBRIDGE TECH PARTNERS INC COM 132524109 492 28000 SH DEFINED 01 02 03 28000
CAPITAL TRUST INC COM 14052H100 524 116500 SH DEFINED 01 02 03 116500
CASE CORP COM 14743R103 1540 32000 SH DEFINED 01 02 03 32000
CATO CORP CL A 149205106 174 15000 SH DEFINED 01 02 03 15000
CHASE MANHATTAN CORP COM 16161A108 46451 537000 SH DEFINED 01 02 03 537000
CHUBB CORP COM 171232101 12163 175000 SH DEFINED 01 02 03 175000
CHURCH & DWIGHT INC COM 171340102 435 10000 SH DEFINED 01 02 03 10000
CIRCUT CITY STORES INC COM 172737108 9942 106900 SH DEFINED 01 02 03 106900
CITIGROUP INC COM 172967101 37406 787500 SH DEFINED 01 02 03 787500
COLTEC INDUSTRIES INC COM 196879100 651 30000 SH DEFINED 01 02 03 30000
COLUMBIA/HCA HEALTHCARE CORP COM 197677107 3650 160000 SH DEFINED 01 02 03 160000
CONSOLIDATED STORES CORP COM 210149100 2570 95200 SH DEFINED 01 02 03 95200
CORNERSTONE PROPERTIES INC COM 21922H103 19458 1225700 SH DEFINED 01 02 03 1225700
CRESCENT REAL ESTATE EQUITIES COM 225756105 475 20000 SH DEFINED 01 02 03 20000
DONALDSON LUFKIN & JENRETTE COM 257661108 4651 77200 SH DEFINED 01 02 03 77200
EBAY INC COM 278642103 5298 35000 SH DEFINED 01 02 03 35000
EQUITABLE COMPANIES INC COM 29444G107 8067 120400 SH DEFINED 01 02 03 120400
FEDERATED DEPT STORES INC COM 31410H101 30021 567100 SH DEFINED 01 02 03 567100
FOREMOST CORP OF AMERICA COM 345469100 264 12000 SH DEFINED 01 02 03 12000
FRONTIER CORPORATION COM 35906P105 27261 465000 SH DEFINED 01 02 03 465000
GENERAL MOTORS CORP COM 370442105 7590 115000 SH DEFINED 01 02 03 115000
GENERAL MOTORS CORP CL H NEW 370442832 7884 140000 SH DEFINED 01 02 03 140000
GENESCO INC COM 371532102 146 10000 SH DEFINED 01 02 03 10000
GENRAD INC COM 372447102 577 27000 SH DEFINED 01 02 03 27000
GLIMCHER REALTY TRUST SH BEN INT 379302102 753 46000 SH DEFINED 01 02 03 46000
GREAT ATLANTIC & PAC TEA INC COM 390064103 11209 331500 SH DEFINED 01 02 03 331500
GUCCI GROUP N V COM NY REG 401566104 5250 75000 SH DEFINED 01 02 03 75000
HSB GROUP INC COM 40428N109 1104 26800 SH DEFINED 01 02 03 26800
HARCOURT GENERAL INC COM 41163G101 26678 517400 SH DEFINED 01 02 03 517400
HARTFORD FINL SVCS GROUP INC COM 416515104 25576 438600 SH DEFINED 01 02 03 438600
HASBRO INC COM 418056107 19797 708600 SH DEFINED 01 02 03 708600
HORACE MANN EDUCATORS CORP COM 440327104 3398 125000 SH DEFINED 01 02 03 125000
HOUSEHOLD INTERNATIONAL INC COM 441815107 9475 200000 SH DEFINED 01 02 03 200000
INGLES MARKETS INC CL A 457030104 4843 317600 SH DEFINED 01 02 03 317600
INTERNATIONAL COMFORT PRODS C ORD 458978103 171 15000 SH DEFINED 01 02 03 15000
INTERNATIONAL BUSINESS MACHS COM 459200101 8582 66400 SH DEFINED 01 02 03 66400
INTIMATE BRANDS INC COM 461156101 6885 145320 SH DEFINED 01 02 03 145320
JONES APPAREL GROUP INC COM 480074103 48826 1422975 SH DEFINED 01 02 03 1422975
KELLWOOD CO COM 488044108 15901 586200 SH DEFINED 01 02 03 586200
KEYCORP IN COM 493267108 6104 190000 SH DEFINED 01 02 03 190000
KNOLL INC COM 498904101 533 20000 SH DEFINED 01 02 03 20000
LEHMAN BROTHERS HOLDINGS INC COM 524908100 5902 95000 SH DEFINED 01 02 03 95000
LENNAR CORP COM 526057104 480 20000 SH DEFINED 01 02 03 20000
LIMITED INC COM 532716107 45207 996300 SH DEFINED 01 02 03 996300
LOEWS CORP COM 540424108 5555 70200 SH DEFINED 01 02 03 70200
MATTEL INC COM 577081102 27512 1053100 SH DEFINED 01 02 03 1053100
MEDIAONE GROUP INC COM 58440J104 57031 766800 SH DEFINED 01 02 03 766800
MORGAN STANLEY DEAN WITTER&CO COM 617446448 21243 207000 SH DEFINED 01 02 03 207000
NALCO CHEMICAL CO COM 629853102 1038 20000 SH DEFINED 01 02 03 20000
NASDAQ 100 TR UNIT SER 1 631100104 23050 200000 SH DEFINED 01 02 03 0
NAUTICA ENTERPRISES INC COM 639089101 506 30000 SH DEFINED 01 02 03 30000
NEIMAN MARCUS GROUP INC COM 640204103 20427 795200 SH DEFINED 01 02 03 795200
NEW YORK TIMES CO COM 650111107 10860 295000 SH DEFINED 01 02 03 295000
NORTHSTAR CAPITAL COM 66704F106 5858 411101 SH DEFINED 01 02 03 411101
OSHAP TECHNOLOGIES LTD COM 671039105 306 24000 SH DEFINED 01 02 03 24000
OMNIPOINT CORPORATION COM 68212D102 289 10000 SH DEFINED 01 02 03 10000
ORACLE CORP COM 68389X105 17820 480000 SH DEFINED 01 02 03 480000
PIMCO ADVISORS HOLDINGS L P COM 69338P102 5132 172500 SH DEFINED 01 02 03 172500
PNC BK CORP COM 693475105 9796 170000 SH DEFINED 01 02 03 170000
PAINE WEBBER GROUP INC COM 695629105 39179 838050 SH DEFINED 01 02 03 838050
PARK PLACE ENTERTAINMENT CORP COM 700690100 9846 1016400 SH DEFINED 01 02 03 1016400
PAYLESS SHOESOURCE INC COM 704379106 19356 361800 SH DEFINED 01 02 03 361800
PLAYERS INTERNATIONAL INC COM 727903106 144 20000 SH DEFINED 01 02 03 20000
POLO RALPH LAUREN CORP COM 731572103 1288 67800 SH DEFINED 01 02 03 67800
RAWLINGS SPORTING GOODS INC COM 754459105 8360 846600 SH DEFINED 01 02 03 846600
RELIASTAR FINANCIAL CORP COM 75952U103 23056 527000 SH DEFINED 01 02 03 527000
RITE AID CORP COM 767754104 12189 495000 SH DEFINED 01 02 03 495000
SPDR TR UNIT SER 1 78462F103 13700 100000 SH DEFINED 01 02 03 0
ST JOHN KNITS INC COM 790289102 585 20000 SH DEFINED 01 02 03 20000
ST PAUL COS INC COM 792860108 20869 656000 SH DEFINED 01 02 03 656000
SAKS HOLDINGS INC COM 79377R109 289 10000 SH DEFINED 01 02 03 10000
SHOE CARNIVAL INC COM 824889109 646 38000 SH DEFINED 01 02 03 38000
SHOPKO STORES INC COM 824911101 365 10000 SH DEFINED 01 02 03 10000
SPIEGEL INC COM 848457107 1172 132100 SH DEFINED 01 02 03 132100
SPRINT CORP PCS COM SER 1 852061506 15390 270000 SH DEFINED 01 02 03 270000
STARWOOD HOTELS&RESORTS WRLDW COM 85590A203 20599 674000 SH DEFINED 01 02 03 674000
STRIDE RITE CORP COM 863314100 258 25000 SH DEFINED 01 02 03 25000
SUN MICROSYSTEMS INC COM 866810104 27550 400000 SH DEFINED 01 02 03 400000
TELECOMUNICACOES BRASILEIRAS SPONSORED ADR 879287308 15750 175000 SH DEFINED 01 02 03 175000
TIFFANY & CO COM 886547108 8685 90000 SH DEFINED 01 02 03 90000
TIMBERLAND CO CL A 887100105 11707 172000 SH DEFINED 01 02 03 172000
TOPPS INC COM 890786106 2184 300000 SH DEFINED 01 02 03 300000
TOYS R US COM 892335100 7236 349800 SH DEFINED 01 02 03 349800
TRAVELERS PPTY CAS CORP COM 893939108 71599 1830000 SH DEFINED 01 02 03 1830000
TRIGON HEALTHCARE INC COM 89618L100 10760 295800 SH DEFINED 01 02 03 295800
UNIFI INC COM 904677101 2125 100000 SH DEFINED 01 02 03 100000
UNILAB CORP COM 904763109 114 19000 SH DEFINED 01 02 03 19000
U S INDUSTRIES INC COM 912080108 3633 213700 SH DEFINED 01 02 03 213700
U S WEST INC COM 912889102 15863 270000 SH DEFINED 01 02 03 270000
UNIVERSAL HEALTH SERVICES INC COM 913903100 3214 67300 SH DEFINED 01 02 03 67300
VAIL RESORTS INC COM 91879Q109 3888 216000 SH DEFINED 01 02 03 216000
VALUE CITY STORES INC COM 920397107 1568 128000 SH DEFINED 01 02 03 128000
VENATOR GROUP INC COM 922944103 6060 580600 SH DEFINED 01 02 03 580600
VODAFONE GROUP PLC S SPONSORED ADR 92857T107 22094 112150 SH DEFINED 01 02 03 112150
WET SEAL INC CL A 961840105 429 15000 SH DEFINED 01 02 03 15000
WHITMAN CORP COM 96647K102 360 20000 SH DEFINED 01 02 03 20000
WOLVERWINE WORLD WIDE INC COM 978097103 2482 177300 SH DEFINED 01 02 03 177300
XEROX CORP COM 984121103 2363 40000 SH DEFINED 01 02 03 40000
</TABLE>
