UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F
FORM 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: December 31, 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 Feb 11, 2000
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 Summary:
Number of Other Included Managers: 3
Form 13F Information Table Entry Total: 130
Form 13F Information Table Value Total: $1,013,660 (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
<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
- ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -----
AT&T CORP COM 001957109 9908 195000 SH DEFINED 01 02 03 195000
AT&T CORP COM LIB GRP A 001957208 22384 394000 SH DEFINED 01 02 03 394000
AGILENT TECHNOLOGIES INC COM 00846U101 22096 285800 SH DEFINED 01 02 03 285800
AIR EXPRESS INTL CORP COM 009104100 485 15000 SH DEFINED 01 02 03 15000
AMERICAN EXPRESS CO COM 025816109 6999 42100 SH DEFINED 01 02 03 42100
ANNTAYLOR STORES CORP COM 036115103 517 15000 SH DEFINED 01 02 03 15000
ASCENT ENTMT GROUP INC COM 043628106 190 15000 SH DEFINED 01 02 03 15000
AT HOME HOME SB NT CV 144A 06 045919AD9 7583 79300 SH DEFINED 01 02 03
ATLANTIC RICHFIELD CO COM 048825103 865 10000 SH DEFINED 01 02 03 10000
AUTOZONE INC COM 053332102 808 25000 SH DEFINED 01 02 03 25000
AVIALL INC NEW COM 05366B102 115 14000 SH DEFINED 01 02 03 14000
AVIATION SALES CO COM 053672101 198 12000 SH DEFINED 01 02 03 12000
BJS WHOLESALE CLUB INC COM 05548J106 913 25000 SH DEFINED 01 02 03 25000
BANK NEW YORK INC COM 064057102 5672 141800 SH DEFINED 01 02 03 141800
BARNES & NOBLE INC COM 067774109 516 25000 SH DEFINED 01 02 03 25000
BELL ATLANTIC CORP COM 077853109 10946 177800 SH DEFINED 01 02 03 177800
BELLSOUTH CORP COM 079860102 2977 63600 SH DEFINED 01 02 03 63600
BETHLEHEM STL CORP COM 087509105 3308 395000 SH DEFINED 01 02 03 395000
BLACK & DECKER CORP COM 091797100 3396 65000 SH DEFINED 01 02 03 65000
BLOCK H & R INC COM 093671105 17938 410000 SH DEFINED 01 02 03 410000
BOISE CASCADE CORP COM 097383103 1089 26900 SH DEFINED 01 02 03 26900
BRAZIL FD INC COM 105759104 1739 94000 SH DEFINED 01 02 03 94000
BROWN SHOE INC NEW COM 115736100 353 25000 SH DEFINED 01 02 03 25000
CBS CORP COM 12490K107 28772 450000 SH DEFINED 01 02 03 450000
CVS CORP COM 126650100 399 10000 SH DEFINED 01 02 03 10000
CABLE & WIRELESS PUB LTD CO SPONSORED ADR 126830207 23097 436300 SH DEFINED 01 02 03 436300
CABLEVISION SYS INC COM 12686C109 7399 98000 SH DEFINED 01 02 03 98000
CACHE INC COM 127150308 233 35800 SH DEFINED 01 02 03 35800
CATHERINES STORES CORP COM 14916F100 630 30000 SH DEFINED 01 02 03 30000
CATO CORP NEW CL A 149205106 568 45000 SH DEFINED 01 02 03 45000
CENDANT CORP COM 151313103 2948 111000 SH DEFINED 01 02 03 111000
CHARMING SHOPPES INC COM 161133103 530 80000 SH DEFINED 01 02 03 80000
CHASE MANHATTAN CORP NEW COM 16161A108 21908 282000 SH DEFINED 01 02 03 282000
CHRIS CRAFT INDS INC COM 170520100 1464 20300 SH DEFINED 01 02 03 20300
CHUBB CORP COM 171232101 10981 195000 SH DEFINED 01 02 03 195000
CHURCH & DWIGHT INC COM 171340102 934 35000 SH DEFINED 01 02 03 35000
CIRCUT CITY STORE INC COM 172737108 12392 275000 SH DEFINED 01 02 03 275000
CITIGROUP INC COM 172967101 29570 531000 SH DEFINED 01 02 03 531000
COMPAQ COMPUTER CORP COM 204493100 32080 1185400 SH DEFINED 01 02 03 1185400
CONOCO INC CL B 208251405 18507 744000 SH DEFINED 01 02 03 744000
CONSOLIDATED STORES CORP COM 210149100 497 30600 SH DEFINED 01 02 03 30600
CORNERSTONE PPTYS INC COM 21922H103 11040 754900 SH DEFINED 01 02 03 754900
COTT CORP QUE COM 22163N106 210 40000 SH DEFINED 01 02 03 40000
CYRK INC COM 232817106 5344 450000 SH DEFINED 01 02 03 450000
DII GROUP INC COM 232949107 355 5000 SH DEFINED 01 02 03 5000
DARDEN RESTAURANTS INC COM 237194105 544 30000 SH DEFINED 01 02 03 30000
DELTA AIR LINES INC DEL COM 247361108 8194 164500 SH DEFINED 01 02 03 164500
EBAY INC COM 278642103 3756 30000 SH DEFINED 01 02 03 30000
ETHAN ALLEN INTERIORS INC COM 297602104 481 15000 SH DEFINED 01 02 03 15000
ETOYS INC COM 297862104 1969 75000 SH DEFINED 01 02 03 75000
FAIRCHILD SEMICONDUCTOR INTL CL A 303726103 4477 150500 SH DEFINED 01 02 03 150500
FAMILY DLR STORES INC COM 307000109 408 25000 SH DEFINED 01 02 03 25000
FORD MTR CO DEL COM 345370100 31988 600000 SH DEFINED 01 02 03 600000
FOX ENTMT GROUP INC COM 35138T107 10723 430000 SH DEFINED 01 02 03 430000
FURNITURE BRANDS INTL INC COM 360921100 2266 103000 SH DEFINED 01 02 03 103000
GTE CORP COM 362320103 23638 335000 SH DEFINED 01 02 03 335000
GADZOOKS INC COM 362553109 294 30000 SH DEFINED 01 02 03 30000
GENERAL INSTR CORP DEL COM 370121105 910 10700 SH DEFINED 01 02 03 10700
GENERAL MTRS CORP COM 370442105 23260 320000 SH DEFINED 01 02 03 320000
GENESCO INC COM 371532102 650 50000 SH DEFINED 01 02 03 50000
GIBSON GREETINGS INC COM 374827103 90 10000 SH DEFINED 01 02 03 10000
GLIMCHER RLTY TR COM 379302102 1232 95700 SH DEFINED 01 02 03 95700
HARCOURT GEN INC COM 41163G101 14917 370600 SH DEFINED 01 02 03 370600
HASBRO INC COM 418056107 32650 1724100 SH DEFINED 01 02 03 1724100
INGLES MKTS INC COM 457030104 4052 364200 SH DEFINED 01 02 03 364200
INTERNATIONAL BUSINESS MACHS COM 459200101 5566 51600 SH DEFINED 01 02 03 51600
INTERTAN INC COM 461120107 2918 111700 SH DEFINED 01 02 03 111700
INTIMATE BRANDS INC COM 461156101 24648 571555 SH DEFINED 01 02 03 571555
JEFFERIES GROUP INC NEW COM 472318104 3949 179500 SH DEFINED 01 02 03 179500
JONES APPAREL GROUP INC COM 480074103 3444 126966 SH DEFINED 01 02 03 126966
KELLWOOD CO COM 488044108 18462 949800 SH DEFINED 01 02 03 949800
KIMBERLY CLARK CORP COM 494368103 654 10000 SH DEFINED 01 02 03 10000
KOOR INDS LTD SPONSORED ADR 500507108 1896 94800 SH DEFINED 01 02 03 94800
LIMITED INC COM 532716107 36261 837200 SH DEFINED 01 02 03 837200
LOWES COS INC COM 548661107 777 13000 SH DEFINED 01 02 03 13000
MCCORMICK & CO INC COM 579780206 744 25000 SH DEFINED 01 02 03 25000
MEDIAONE GROUP INC COM 58440J104 14978 195000 SH DEFINED 01 02 03 195000
MENS WEARHOUSE INC COM 587118100 734 25000 SH DEFINED 01 02 03 25000
MERRILL LYNCH & CO INC COM 590188108 17896 214800 SH DEFINED 01 02 03 214800
MIRAGE RESORTS INC COM 60462E104 4311 285000 SH DEFINED 01 02 03 285000
MONTEREY PASTA CO COM 612570101 197 50000 SH DEFINED 01 02 03 50000
NEIMAN MARCUS GROUP INC CL A 640204202 10762 385200 SH DEFINED 01 02 03 385200
NEIMAN MARCUS GROUP INC CL B 640204301 3909 145116 SH DEFINED 01 02 03 145116
NEW YORK TIMES CO COM 650111107 19159 390000 SH DEFINED 01 02 03 390000
NEWS CORP LTD ADR NEW 652487703 20655 540000 SH DEFINED 01 02 03 540000
NEWS CORP LTD SP ADR PRF 652487802 7523 225000 SH DEFINED 01 02 03 225000
NVIDIA CORP COM 67066G104 1173 25000 SH DEFINED 01 02 03 25000
OAK INDS INC COM 671400505 1295 12200 SH DEFINED 01 02 03 12200
OCCIDENTAL PETE CORP DEL COM 674599105 6918 319900 SH DEFINED 01 02 03 319900
OPTICAL COATING LAB INC COM 683829105 1628 5500 SH DEFINED 01 02 03 5500
PIMCO ADVISORS HLDGS L P COM 69338P102 13525 358878 SH DEFINED 01 02 03 358878
PAINE WEBBER GROUP INC COM 695629105 6326 163000 SH DEFINED 01 02 03 163000
PARK PL ENTMT CORP COM 700690100 19573 1565800 SH DEFINED 01 02 03 1565800
PAYLESS SHOESOURCE INC COM 704379106 1058 22500 SH DEFINED 01 02 03 22500
PERRIGO CO COM 714290103 160 20000 SH DEFINED 01 02 03 20000
PITTWAY CORP DEL CL A 725790208 359 8000 SH DEFINED 01 02 03 8000
PLAYERS INTL INC COM 727903106 247 30000 SH DEFINED 01 02 03 30000
PROCTER & GAMBLE CO COM 742718109 767 7000 SH DEFINED 01 02 03 7000
RELIASTAR FINL CORP COM 75952U103 25198 643000 SH DEFINED 01 02 03 643000
REYNOLDS METALS CO COM 761763101 766 10000 SH DEFINED 01 02 03 10000
ROLLINS TRUCK LEASING CORP COM 775741101 221 18500 SH DEFINED 01 02 03 18500
SAFEWAY INC COM 786514208 358 10000 SH DEFINED 01 02 03 10000
SEAGATE TECHNOLOGY COM 811804103 2095 45000 SH DEFINED 01 02 03 45000
SHOE CARNIVAL INC COM 824889109 302 30000 SH DEFINED 01 02 03 30000
SIGNET GROUP PLC SP ADR REP 30S 82668L872 476 15000 SH DEFINED 01 02 03 15000
SNYDER COMMUNICATIONS INC OM 832914105 2503 130000 SH DEFINED 01 02 03 130000
SUNGLASS HUT INTL INC COM 86736F106 563 50000 SH DEFINED 01 02 03 50000
TELECOMUNICACOES BRASILEIRAS S SPONSORED ADR 879287308 37853 294000 SH DEFINED 01 02 03 294000
TELEFONICA S A SPONSORED ADR 879382208 7960 101000 SH DEFINED 01 02 03 101000
TELEFONOS DE MEXICO S A SPON ADR ORD L 879403780 18563 165000 SH DEFINED 01 02 03 165000
TIFFANY & CO NEW COM 886547108 7113 79700 SH DEFINED 01 02 03 79700
TIMBERLAND CO CL A 887100105 8497 160700 SH DEFINED 01 02 03 160700
TOO INC COM 890333107 345 20000 SH DEFINED 01 02 03 20000
TOPPS INC COM 890786106 6155 593300 SH DEFINED 01 02 03 593300
TOYS R US INC COM 892335100 1789 125000 SH DEFINED 01 02 03 125000
TRAVELERS PPTY CAS CORP COM 893939108 43429 1268000 SH DEFINED 01 02 03 1268000
TRIGON HEALTHCARE INC COM 89618L100 4130 140000 SH DEFINED 01 02 03 140000
TUPPERWARE CORP COM 899896104 254 15000 SH DEFINED 01 02 03 15000
UAL CORP COM 902549500 27162 350200 SH DEFINED 01 02 03 350200
UNION CARBIDE CORP COM 905581104 734 11000 SH DEFINED 01 02 03 11000
UNISYS CORP COM 909214108 25901 811000 SH DEFINED 01 02 03 811000
U S WEST INC NEW COM 91273H101 21600 300000 SH DEFINED 01 02 03 300000
U S TR CORP NEW COM 91288L105 1692 21100 SH DEFINED 01 02 03 21100
UNIVERSAL HLTH SVCS INC CL B 913903100 1148 31900 SH DEFINED 01 02 03 31900
VAIL RESORTS INC COM 91879Q109 2047 114100 SH DEFINED 01 02 03 114100
VALUE CITY DEPT STORES INC COM 920387107 1637 108200 SH DEFINED 01 02 03 108200
WHIRLPOOL CORP COM 963320106 651 10000 SH DEFINED 01 02 03 10000
WINSTAR COMMUNICATIONS INC COM 975515107 1272 16900 SH DEFINED 01 02 03 16900
WIT CAP GROUP INC COM 97737K309 508 29900 SH DEFINED 01 02 03 29900
LORAL SPACE & COMMUNICATIONS COM G56462107 11364 467400 SH DEFINED 01 02 03 467400
</TABLE>
