UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F
FORM 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: September 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 Nov 15, 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
Period Ended: 09/30/1999
Report Summary:
Number of Other Included Managers: 3
Form 13F Information Table Entry Total: 117
Form 13F Information Table Value Total: $784,156 (thousands)
List of Other Included Managers:
No. 13F File No. Name
01 28-5534 Centurion Advisors, L.P.
02 28-5414 Centurion Investment Group, L.P.
03 28-7106 Centurion Investors, LLC
<PAGE>
FORM 13F INFORMATION TABLE
Raiff Partners, Inc.
28-5866
Period Ended: 09/09/1999
<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$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE
- ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -----
ADELPHIA COMMUNICATIONS CORP COM 006848105 11586 197000 SH DEFINED 01 02 03 197000
AIRBORNE FGHT CORP COM 009266107 1428 67800 SH DEFINED 01 02 03 67800
ALLIED WASTE INDS INC COM PAR$.01NEW 019589308 1928 165000 SH DEFINED 01 02 03 165000
ALZA CORP DEL COM 022615108 428 10000 SH DEFINED 01 02 03 10000
AMERADA HESS CORP COM 023551104 9708 158500 SH DEFINED 01 02 03 158500
AMERICAN EXPRESS CO COM 025816109 5668 42100 SH DEFINED 01 02 03 42100
AMERICAN HOME PRODS CORP COM 026609107 8279 199500 SH DEFINED 01 02 03 199500
AMERICAN NATL CAN GROUP INC COM 027714104 158 10000 SH DEFINED 01 02 03 10000
ANNTAYLOR STORES CORP COM 036115103 204 5000 SH DEFINED 01 02 03 5000
AT&T CORP COM 001957109 14285 328400 SH DEFINED 01 02 03 328400
AT&T CORP COM LIB GRP A 001957208 12686 340000 SH DEFINED 01 02 03 340000
ATLANTIC RICHFIELD CO COM 048825103 1064 12000 SH DEFINED 01 02 03 12000
AVIALL INC NEW COM 05366B102 144 14000 SH DEFINED 01 02 03 14000
AVIATION SALES COMPANY COM 053672101 228 12000 SH DEFINED 01 02 03 12000
BANK NEW YORK INC COM 064057102 4996 149400 SH DEFINED 01 02 03 149400
BERKSHIRE REALTY INC COM 084710102 372 31000 SH DEFINED 01 02 03 31000
CACHE INC COM NEW 127150308 125 35800 SH DEFINED 01 02 03 35800
CAMBRIDGE TECH PARTNERS MASS COM 132524109 406 28000 SH DEFINED 01 02 03 28000
CATO CORP NEW CL A 149205106 423 30000 SH DEFINED 01 02 03 30000
CBS CORP COM 12490K107 6475 140000 SH DEFINED 01 02 03 140000
CENTURY COMMUNICATIONS CORP CL A 156503104 1597 35000 SH DEFINED 01 02 03 35000
CHASE MANHATTAN CORP NEW COM 16161A108 40627 539000 SH DEFINED 01 02 03 539000
CHRIS CRAFT INDS INC COM 170520100 4030 71800 SH DEFINED 01 02 03 71800
CHURCH & DWIGHT INC COM 171340102 750 30000 SH DEFINED 01 02 03 30000
CIRCUT CITY STORE INC CIRCT CITY GRP 172737108 2742 65000 SH DEFINED 01 02 03 65000
CITIGROUP INC COM 172967101 8140 185000 SH DEFINED 01 02 03 185000
COLGATE PALMOLIVE CO COM 194162103 458 10000 SH DEFINED 01 02 03 10000
COMPAQ COMPUTER CORP COM 204493100 13725 600000 SH DEFINED 01 02 03 600000
CONOCO INC CL B 208251405 41268 1507500 SH DEFINED 01 02 03 1507500
CONSOLIDATED STORES CORP COM 210149100 3541 160500 SH DEFINED 01 02 03 160500
CORNERSTONE PPTYS INC COM 21922H103 20940 1373100 SH DEFINED 01 02 03 1373100
CRESTLINE CAP CORP COM 226153104 292 14200 SH DEFINED 01 02 03 14200
DATA GEN CORP COM 237688106 1685 80000 SH DEFINED 01 02 03 80000
DOW JONES & CO INC COM 260561105 16546 310000 SH DEFINED 01 02 03 310000
EASTMAN KODAK CO COM 277461109 15881 210000 SH DEFINED 01 02 03 210000
EBAY INC COM 278642103 4232 30000 SH DEFINED 01 02 03 30000
ETHAN ALLEN INTERIORS INC COM 297602104 2863 90000 SH DEFINED 01 02 03 90000
ETOYS INC COM 297862104 6124 92000 SH DEFINED 01 02 03 92000
FAIRCHILD SEMICONDUCTOR INTL CL A 303726103 10683 449800 SH DEFINED 01 02 03 449800
FAMILY DLR STORES INC COM 307000109 423 20000 SH DEFINED 01 02 03 20000
FDX CORP COM 31304N107 6271 161300 SH DEFINED 01 02 03 161300
FEDERATED DEPT STORES INC COM 31410H101 8148 186500 SH DEFINED 01 02 03 186500
FIRST UN CORP COM 337358105 11044 310000 SH DEFINED 01 02 03 310000
FORTE SOFTWARE INC COM 349546101 242 8800 SH DEFINED 01 02 03 8800
FUISZ TECHNOLOGIES LTD COM 359536109 118 18652 SH DEFINED 01 02 03 18652
GENESCO INC COM 371532102 250 20000 SH DEFINED 01 02 03 20000
GENRAD INC COM 372447102 516 27000 SH DEFINED 01 02 03 27000
GLIMCHER RLTY TRUST COM 379302102 823 56000 SH DEFINED 01 02 03 56000
GREAT ATLANTIC & PAC TEA INC COM 390064103 10446 344600 SH DEFINED 01 02 03 344600
GUCCI GROUP N V COM NY REG 401566104 251 3000 SH DEFINED 01 02 03 3000
HANNAFORD BROS CO COM 410550107 1127 16000 SH DEFINED 01 02 03 16000
HARCOURT GEN INC COM 41163G101 24351 585000 SH DEFINED 01 02 03 585000
HASBRO INC COM 418056107 21201 986100 SH DEFINED 01 02 03 986100
HELEN OF TROY CORP LTD COM G4388N106 1184 123000 SH DEFINED 01 02 03 123000
HORACE MANN EDUCATORS CORP NEW COM 440327104 6871 266200 SH DEFINED 01 02 03 266200
HSB GROUP INC COM 40428N109 943 26800 SH DEFINED 01 02 03 26800
INGLES MKTS INC CL A 457030104 4592 348200 SH DEFINED 01 02 03 348200
INTERNATIONAL BUSINESS MACHS COM 459200101 6263 51600 SH DEFINED 01 02 03 51600
INTERNATIONAL NETWORK SVCS COM 460053101 544 10000 SH DEFINED 01 02 03 10000
INTIMATE BRANDS INC CL A 461156101 18264 469055 SH DEFINED 01 02 03 469055
JONES APPAREL GROUP INC COM 480074103 12393 431075 SH DEFINED 01 02 03 431075
KELLWOOD CO COM 488044108 20011 909600 SH DEFINED 01 02 03 909600
KIMBERLY CLARK CORP COM 494368103 528 10000 SH DEFINED 01 02 03 10000
KNOLL INC COM 498904101 538 20000 SH DEFINED 01 02 03 20000
LIMITED INC COM 532716107 34777 909200 SH DEFINED 01 02 03 909200
LIZ CLAIBORNE INC COM 539320101 248 8000 SH DEFINED 01 02 03 8000
LOEWS CORP COM 540424108 11932 170000 SH DEFINED 01 02 03 170000
MATTEL INC COM 577081102 2280 120000 SH DEFINED 01 02 03 120000
MAY DEPT STORES CO COM 577778103 802 22000 SH DEFINED 01 02 03 22000
MCCORMICK & CO INC COM NON VTG 579780206 331 10000 SH DEFINED 01 02 03
MEDIAONE GROUP INC COM 58440J104 13785 201800 SH DEFINED 01 02 03 201800
MEREDITH CORP COM 589433101 3076 84700 SH DEFINED 01 02 03 84700
MOVADO GROUP INC COM 624580106 230 10000 SH DEFINED 01 02 03 10000
MORGAN STANLEY DEAN WITTER&CO COM NEW 617446448 7581 85000 SH DEFINED 01 02 03 85000
NAUTICA ENTERPRISES INC COM 639089101 161 10000 SH DEFINED 01 02 03 10000
NEIMAN MARCUS GROUP INC COM 640204103 19333 827100 SH DEFINED 01 02 03 827100
NETWORKS ASSOCS INC COM 640938106 13388 700000 SH DEFINED 01 02 03 700000
NEW YORK TIMES CO CL A 650111107 14625 390000 SH DEFINED 01 02 03 390000
OCCIDENTAL PETE CORP DEL COM 674599105 8140 352000 SH DEFINED 01 02 03 352000
ORACLE CORP COM 68389X105 13650 300000 SH DEFINED 01 02 03 300000
PAINE WEBBER GROUP INC COM 695629105 17121 472300 SH DEFINED 01 02 03 472300
PARK PL ENTMT CORP COM 700690100 20634 1650700 SH DEFINED 01 02 03 1650700
PAYLESS SHOESOURCE INC COM 704379106 7131 141200 SH DEFINED 01 02 03 141200
PHILLIPS VAN HEUSEN CORP COM 718592108 292 32900 SH DEFINED 01 02 03 32900
PIMCO ADVISORS HLDGS L P UT LTD PART INT 69338P102 11702 371500 SH DEFINED 01 02 03 371500
PLAYERS INTL INC COM 727903106 222 30000 SH DEFINED 01 02 03 30000
PLAYTEX PRODS INC COM 72813P100 148 10000 SH DEFINED 01 02 03 10000
POLO RALPH LAUREN CORP CL A 731572103 857 47800 SH DEFINED 01 02 03 47800
R & B FALCON CORP COM 74912E101 2779 211700 SH DEFINED 01 02 03 211700
RAWLINGS SPORTING GOODS INC COM 754459105 6001 644400 SH DEFINED 01 02 03 644400
REINSURANCE GROUP AMER INC COM 759351109 992 38600 SH DEFINED 01 02 03 38600
RELIASTAR FINL CORP COM 75952U103 19950 600000 SH DEFINED 01 02 03 600000
REYNOLDS METALS CO COM 761763101 1811 30000 SH DEFINED 01 02 03 30000
SCHLUMBERGER LTD COM 806857108 623 10000 SH DEFINED 01 02 03 10000
SCHOLASTIC CORP COM 807066105 4500 90000 SH DEFINED 01 02 03 90000
SEAGRAM LTD COM 811850106 19110 420000 SH DEFINED 01 02 03 420000
SHOE CARNIVAL INC COM 824889109 420 38000 SH DEFINED 01 02 03 38000
SMART MODULAR TECH INC COM 831690102 341 10000 SH DEFINED 01 02 03 10000
SPIEGEL INC CL A 848457107 557 55000 SH DEFINED 01 02 03 55000
ST PAUL COS INC COM 792860108 8388 305000 SH DEFINED 01 02 03 305000
STRIDE RITE CORP COM 863314100 1781 254400 SH DEFINED 01 02 03 254400
SYLVAN LEARNING SYS INC COM 871399101 194 10000 SH DEFINED 01 02 03 10000
TALBOTS INC COM 874161102 223 5000 SH DEFINED 01 02 03 5000
TIFFANY & CO NEW COM 886547108 7744 129200 SH DEFINED 01 02 03 129200
TIMBERLAND CO CL A 887100105 7602 194600 SH DEFINED 01 02 03 194600
TOPPS INC COM 890786106 4065 542000 SH DEFINED 01 02 03 542000
TRAVELERS PPTY CAS CORP CL A 893939108 46106 1562900 SH DEFINED 01 02 03 1562900
TRICON GLOBAL RESTAURANTS COM 895953107 409 10000 SH DEFINED 01 02 03 10000
UNIFI INC COM 904677101 220 20000 SH DEFINED 01 02 03 20000
UNION CARBIDE CORP COM 905581104 625 11000 SH DEFINED 01 02 03 11000
UNIVERSAL HLTH SVCS INC CL B 913903100 1625 62800 SH DEFINED 01 02 03 62800
VAIL RESORTS INC COM 91879Q109 5904 254600 SH DEFINED 01 02 03 254600
VALUE CITY DEPT STORES INC COM 920387107 2576 171700 SH DEFINED 01 02 03 171700
VENATOR GROUP INC COM 922944103 257 30000 SH DEFINED 01 02 03 30000
WHITMAN CORP NEW COM 96647R107 285 20000 SH DEFINED 01 02 03 20000
WOLVERWINE WORLD WIDE INC COM 978097103 887 78000 SH DEFINED 01 02 03 78000
XEROX CORP COM 984121103 1678 40000 SH DEFINED 01 02 03 40000
</TABLE>
