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Reik & Co. LLC
REIK & CO., LLC is an independent investment adviser based in New York, NY, founded in 2007. The firm primarily serves high-net-worth individuals, charitable organizations, pension plans, and a small number of institutional investors, providing tailored investment advisory and portfolio management services. With around 5 employees, the team is led by Managing Member William J. Reik Jr. and is regulated by the SEC as an investment adviser.
Investment Strategy
REIK & CO., LLC primarily manages portfolios for high-net-worth individuals, charitable organizations, pension plans, and a limited set of other U.S. clients. The firm's approach includes discretionary management, utilizing fundamental analysis and a focus on value-oriented, long-term investments predominantly in U.S. equities. The firm emphasizes risk management and capital preservation while seeking opportunities for capital appreciation, reflected in their diversified holdings across various market sectors.
Latest 13F Filing Activity
Reik & Co. LLC filed their most recent 13F report on Jun 30, 2025 disclosing 47 equity positions with a total 13F market value of $401M. The fund increased holdings in Netflix, Cintas Corp., JP Morgan Chase and Co. among other positions. Reik & Co. LLC reduced exposure to Church and Dwight Co., Berkshire Hathaway Inc., Mccormick and Co. Inc. among others.
Top Holdings
Equity Positions (47)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CHD | CHURCH AND DWIGHT CO | 28.93% | $115.9M | 1,205,550 | $16.44 | $96.11 | -$25.2M |
C CTAS | CINTAS CORP | 13.58% | $54.4M | 244,151 | $16.97 | $222.87 | +$4.1M |
| BERKSHIRE HATHAWAY INC | 9.25% | $37.1M | 76,279 | $80.58 | $485.77 | -$5.2M | |
W WSM | WILLIAM SONOMA INC | 8.64% | $34.6M | 211,941 | $78.06 | $163.37 | +$642.6K |
M MKC | MCCORMICK AND CO INC | 8.49% | $34.0M | 448,594 | $26.34 | $75.82 | -$3.6M |
Industry Allocation
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