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, 2000.
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: Sheldon Brody
Title: Chief Financial Officer
Phone: 212-247-6509
Signature, Place and Date of Signing:
/s/ Sheldon Brody New York, NY November 13, 2000
Report Type (Check only one):
[X] 13F HOLDINGS REPORT
[ ] 13F NOTICE
[ ] 13F COMBINATION REPORT
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FORM 13F SUMMARY PAGE
Raiff Partners, Inc.
28-5866
Report Summary:
Number of Other Included Managers: 3
Form 13F Information Table Entry Total: 83
Form 13F Information Table Value Total: $997,821 (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
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FORM 13F INFORMATION TABLE
Raiff Partners, Inc.
28-5866
<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
------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -----
ABERCROMBIE & FITCH CO CL A 002896207 15254 800200 SH DEFINED 01 02 03 800200
AETNA INC COM 008117103 13354 230000 SH DEFINED 01 02 03 230000
AMERADA HESS CORP COM 023551104 26775 400000 SH DEFINED 01 02 03 400000
AMERICAN EXPRESS CO COM 025816109 7673 126300 SH DEFINED 01 02 03 126300
AMERICAN GENERAL CORP COM 026351106 42175 540700 SH DEFINED 01 02 03 540700
ARDEN RLTY INC COM 039793104 3325 124000 SH DEFINED 01 02 03 124000
ASSOCIATES FIRST CAP CORP CL A 046008108 51300 1350000 SH DEFINED 01 02 03 1350000
AVIS GROUP HLDGS INC CL A 053790101 2963 100000 SH DEFINED 01 02 03 100000
BKF CAP GROUP INC COM 05548G102 1219 62500 SH DEFINED 01 02 03 62500
BANK OF AMERICA CORPORATION COM 060505104 11392 217500 SH DEFINED 01 02 03 217500
BANK ONE CORP COM 06423A103 14921 392000 SH DEFINED 01 02 03 392000
BEAR STEARNS COS INC COM 073902108 25869 409800 SH DEFINED 01 02 03 409800
BRISTOL MYERS SQUIBB CO COM 110122108 25300 440000 SH DEFINED 01 02 03 440000
CNA FINL CORP COM 126117100 6770 177000 SH DEFINED 01 02 03 177000
CACHE INC COM NEW 127150308 121 44100 SH DEFINED 01 02 03 44100
CHUBB CORP COM 171232101 19243 243200 SH DEFINED 01 02 03 243200
COUNTRYWIDE CR INDS INC DEL COM 222372104 10948 290000 SH DEFINED 01 02 03 290000
DIME BANCORP INC NEW COM 25429Q102 4450 200000 SH DEFINED 01 02 03 200000
EQUITY OFFICE PROPERTIES TRUST COM 294741103 42026 1354301 SH DEFINED 01 02 03 1354301
ETHAN ALLEN INTERIORS INC COM 297602104 3785 133700 SH DEFINED 01 02 03 133700
FAIRCHILD SEMICONDUCTOR INTL CL A 303726103 6660 236800 SH DEFINED 01 02 03 236800
FEDERAL HOME LN MTG CORP COM 313400301 41898 775000 SH DEFINED 01 02 03 775000
FEDERATED DEPT STORES INC DEL COM 31410H101 13935 533400 SH DEFINED 01 02 03 533400
FIRST REP BK SAN FRANCISCO COM 336158100 2326 77200 SH DEFINED 01 02 03 77200
FIRST UN CORP COM 337358105 13696 425500 SH DEFINED 01 02 03 425500
FRANKLIN RES INC COM 354613101 13329 300000 SH DEFINED 01 02 03 300000
FURNITURE BRANDS INTL INC COM 360921100 5170 311000 SH DEFINED 01 02 03 311000
GENERAL DYNAMICS CORP COM 369550108 11024 175500 SH DEFINED 01 02 03 175500
HCA HEALTHCARE CO COM 404119109 20612 555200 SH DEFINED 01 02 03 555200
HANCOCK JOHN FINL SVCS INC COM 41014S106 10522 391500 SH DEFINED 01 02 03 391500
HARRAHS ENTMT INC COM 413619107 14501 527300 SH DEFINED 01 02 03 527300
HASBRO INC COM 418056107 1144 100000 SH DEFINED 01 02 03 100000
HERCULES INC COM 427056106 3969 281000 SH DEFINED 01 02 03 281000
HIGHLAND BANCORP INC COM 429879109 379 15000 SH DEFINED 01 02 03 15000
HILTON HOTELS CORP COM 432848109 6535 553200 SH DEFINED 01 02 03 553200
INGLES MKTS INC CL A 457030104 2308 209800 SH DEFINED 01 02 03 209800
INSIGNIA FINL GROUP INC NEW COM 457956209 148 14400 SH DEFINED 01 02 03 14400
INTIMATE BRANDS INC CL A 461156101 22672 1213200 SH DEFINED 01 02 03 1213200
JEFFERSON PILOT CORP COM 475070108 17071 251500 SH DEFINED 01 02 03 251500
JONES APPAREL GROUP INC COM 480074103 8692 328000 SH DEFINED 01 02 03 328000
KELLWOOD CO COM 488044108 7282 399000 SH DEFINED 01 02 03 399000
KROGER CO COM 501044101 44347 1965500 SH DEFINED 01 02 03 1965500
LAUDER ESTEE COS INC CL A 518439104 3663 100000 SH DEFINED 01 02 03 100000
LEHMAN BROS HLDGS INC COM 524908100 11370 76500 SH DEFINED 01 02 03 76500
LILLY ELI & CO COM 532457108 24857 306400 SH DEFINED 01 02 03 306400
LINCOLN NATL CORP IND COM 534187109 18769 390000 SH DEFINED 01 02 03 390000
MGM MIRAGE COM 552953101 26678 698600 SH DEFINED 01 02 03 698600
MACK CALI RLTY CORP COM 554489104 2960 105000 SH DEFINED 01 02 03 105000
MALLINCKRODT INC NEW COM 561232109 639 14000 SH DEFINED 01 02 03 14000
MERRILL LYNCH & CO INC COM 590188108 7590 115000 SH DEFINED 01 02 03 115000
METLIFE INC COM 59156R108 79931 3045000 SH DEFINED 01 02 03 3045000
MONY GROUP INC COM 615337102 9307 233400 SH DEFINED 01 02 03 233400
MORGAN J P & CO INC COM 616880100 57475 351800 SH DEFINED 01 02 03 351800
NABISCO GROUP HLDG CORP COM 62952P102 62600 2196500 SH DEFINED 01 02 03 2196500
NABISCO HLDGS CORP CL A 629526104 1344 25000 SH DEFINED 01 02 03 25000
NATIONAL CITY CORP COM 635405103 31033 1410600 SH DEFINED 01 02 03 1410600
NATIONAL DIS BROKERS GROUP COM 635646102 3094 100000 SH DEFINED 01 02 03 100000
NATIONWIDE FINL SVCS INC CL A 638612101 9078 242900 SH DEFINED 01 02 03 242900
NEIMAN MARCUS GROUP INC CL A 640204202 14967 461400 SH DEFINED 01 02 03 461400
NEIMAN MARCUS GROUP INC CL B 640204301 11625 406116 SH DEFINED 01 02 03 406116
NEUBERGER BERMAN INC COM 641234109 308 5000 SH DEFINED 01 02 03 5000
PARK PL ENTMT CORP COM 700690100 15739 1040600 SH DEFINED 01 02 03 1040600
PHILIP MORRIS COS INC COM 718154107 51145 1737400 SH DEFINED 01 02 03 1737400
RAYMOND JAMES FINANCIAL INC COM 754730109 4183 127000 SH DEFINED 01 02 03 127000
SAFECO CORP COM 786429100 3404 124900 SH DEFINED 01 02 03 124900
SALIENT 3 COMMUNICATIONS INC CL A 794721100 38 15000 SH DEFINED 01 02 03 15000
SARA LEE CORP COM 803111103 10156 500000 SH DEFINED 01 02 03 500000
SCHERING PLOUGH CORP COM 806605101 3014 65000 SH DEFINED 01 02 03 65000
SMALLWORLD PLC SPONSORED ADR 83168P108 198 10000 SH DEFINED 01 02 03 10000
SOUTHDOWN INC COM 841297104 1425 20000 SH DEFINED 01 02 03 20000
STARWOOD HOTELS&RESORTS WRLDWD PAIRED CTF 85590A203 15938 510000 SH DEFINED 01 02 03 510000
TIFFANY & CO NEW COM 886547108 964 25000 SH DEFINED 01 02 03 25000
TIMBERLAND CO CL A 887100105 2665 65000 SH DEFINED 01 02 03 65000
TRENWICK GROUP INC COM 895290104 2272 119600 SH DEFINED 01 02 03 119600
TRICON GLOBAL RESTAURANTS COM 895953107 34637 1131000 SH DEFINED 01 02 03 1131000
TUCKER ANTHONY SUTRO COM 898647102 2880 113500 SH DEFINED 01 02 03 113500
USX MARATHON GROUP COM NEW 902905827 10485 369500 SH DEFINED 01 02 03 369500
UNION CARBIDE CORP COM 905581104 566 15000 SH DEFINED 01 02 03 15000
UNION PLANTERS CORP COM 908068109 4629 140000 SH DEFINED 01 02 03 140000
VISTEON CORP COM 92839U107 4538 300000 SH DEFINED 01 02 03 300000
WASHINGTON MUT INC COM 939322103 35831 900000 SH DEFINED 01 02 03 900000
ACE LTD ORD G0070K103 25002 637000 SH DEFINED 01 02 03 637000
HILFIGER TOMMY CORP ORD G8915Z102 10010 1040000 SH DEFINED 01 02 03 1040000
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