REIK & CO., LLC
Q4 2013 13F-HR Holdings
Net value change ($000)
—
New positions
61
Sold out positions
0
Turnover %
96.1%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to previous filing: —
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| CHD | 69,113 | — |
| USB | 33,561 | — |
| TIFFANY & CO | 27,655 | — |
| MKC | 19,110 | — |
| FRISCHS RESTAURANTS INC | 15,934 | — |
| SIGMA ALDRICH | 14,535 | — |
| XOM | 11,215 | — |
| TR | 9,957 | — |
| WSM | 9,124 | — |
| SJM | 5,159 | — |
Top Reduces (Value $000, Stocks/ETFs)
| — |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|