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.
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 |
B BRK-B | 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 |