0001127544-14-000004.txt : 20140513
0001127544-14-000004.hdr.sgml : 20140513
20140513124524
ACCESSION NUMBER: 0001127544-14-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20140331
FILED AS OF DATE: 20140513
DATE AS OF CHANGE: 20140513
EFFECTIVENESS DATE: 20140513
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: KARPAS STRATEGIES LLC
CENTRAL INDEX KEY: 0001127544
IRS NUMBER: 134074234
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-06347
FILM NUMBER: 14836331
BUSINESS ADDRESS:
STREET 1: 488 MADISON AVENUE
STREET 2: 17TH FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10022
BUSINESS PHONE: 2122237280
MAIL ADDRESS:
STREET 1: 488 MADISON AVENUE
STREET 2: 17TH FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10022
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001127544
XXXXXXXX
03-31-2014
03-31-2014
KARPAS STRATEGIES LLC
488 MADISON AVENUE
17TH FLOOR
NEW YORK
NY
10022
13F HOLDINGS REPORT
028-06347
N
Kitty Lee
Administrator
212-223-7280
Kitty Lee
New York
NY
05-13-2014
0
114
188144
false
INFORMATION TABLE
2
inftable.xml
13F
21st Century Fox A
COM
90130A101
2640
82584
SH
SOLE
80584
0
2000
Abbott Labs
COM
002824100
235
6100
SH
SOLE
6100
0
0
Ace Limited
COM
G0070K103
1750
17665
SH
SOLE
17665
0
0
AllianceBernstein Holdings LP
COM
01881g106
386
15475
SH
SOLE
15475
0
0
American Express
COM
025816109
1494
16600
SH
SOLE
16600
0
0
American National Insurance Co
COM
028591105
957
8467
SH
SOLE
8017
0
450
Annaly MTG Management REIT
COM
035710409
266
24279
SH
SOLE
24279
0
0
Apollo Investment Corp.
COM
03761U106
185
22285
SH
SOLE
22285
0
0
BP PLC
COM
055622104
863
17940
SH
SOLE
17940
0
0
Bank of New York Mellon
COM
064057102
1084
30709
SH
SOLE
25049
0
5660
Berkshire Hathaway Inc. CL A
COM
084670108
749
4
SH
SOLE
4
0
0
Berkshire Hathaway Inc. Cl B
COM
084670702
3588
28714
SH
SOLE
27606
0
1108
Bristol-Myers Squibb
COM
110122108
1642
31600
SH
SOLE
31600
0
0
Brookfield Asset Mgt
COM
112585104
6531
159885
SH
SOLE
149785
0
10100
Brookfield Infrastru Prtnrs LP
COM
g16252102
4298
108942
SH
SOLE
100667
0
8275
Brookfield Property Partners L
COM
G16249107
4262
227915
SH
SOLE
212615
0
15300
CME Group Inc Cl A
COM
167760107
370
5000
SH
SOLE
5000
0
0
CVS Caremark, Corp.
COM
126650100
1269
16951
SH
SOLE
16951
0
0
CapitalSource Inc.
COM
14055X102
675
46258
SH
SOLE
43258
0
3000
Cardinal Health
COM
14149Y108
263
3753
SH
SOLE
3753
0
0
Cenovus Energy, Inc.
COM
15135U109
284
9800
SH
SOLE
9350
0
450
Charles Schwab
COM
808513105
7983
292105
SH
SOLE
202105
0
90000
Chevron Corp.
COM
166751107
2369
19920
SH
SOLE
16920
0
3000
CitiGroup Inc.
COM
172967101
1517
31875
SH
SOLE
27565
0
4310
Coca Cola Co.
COM
191216100
916
23700
SH
SOLE
20700
0
3000
Colgate-Palmolive
COM
194162103
649
10000
SH
SOLE
10000
0
0
Comcast Cl A Special
COM
20030N200
3255
66748
SH
SOLE
64673
0
2075
Comcast Corp. Cl A
COM
20030N101
554
11078
SH
SOLE
10594
0
484
ConocoPhillips
COM
20825C104
1768
25137
SH
SOLE
25137
0
0
Crimson Wine Group
COM
22662X100
134
15178
SH
SOLE
14478
0
700
DirectTV
COM
25490A309
2310
30234
SH
SOLE
28336
0
1898
Discovery Commun Ser A
COM
25470F104
404
4881
SH
SOLE
4406
0
475
Discovery Commun Ser C
COM
25470F302
376
4881
SH
SOLE
4406
0
475
Duke Energy Corp.
COM
26441c105
432
6068
SH
SOLE
6068
0
0
Eastgroup Properties
COM
277276101
834
13250
SH
SOLE
13250
0
0
Enbridge Energy Management LLC
COM
29250X103
3806
137346
SH
SOLE
135831
0
1515
Enstar Group LTD
COM
G3075P101
823
6040
SH
SOLE
5740
0
300
Ethan Allen Interiors
COM
297602104
266
10468
SH
SOLE
10468
0
0
Exxon Mobil Corp
COM
30231G102
4221
43216
SH
SOLE
43216
0
0
First Nat'l of Nebraska, Inc.
COM
335720108
3419
610
SH
SOLE
510
0
100
General Electric
COM
369604103
4234
163555
SH
SOLE
152555
0
11000
HSBC Holdings PLC
COM
404280406
1383
27200
SH
SOLE
27200
0
0
Honeywell Intl.
COM
438506107
1391
15000
SH
SOLE
12000
0
3000
Hyster-Yale MH CL A
COM
449172105
1709
17525
SH
SOLE
16925
0
600
Intl Bus Machines
COM
459200101
551
2863
SH
SOLE
2863
0
0
JPMorgan Chase
COM
46625H100
920
15160
SH
SOLE
15160
0
0
Johnson & Johnson
COM
478160104
13928
141790
SH
SOLE
139290
0
2500
Kinder Morgan Energy Partners
COM
494550106
2549
34471
SH
SOLE
34015
0
456
Leucadia Natl Corp.
COM
527288104
3286
117343
SH
SOLE
110343
0
7000
Liberty Global Cl A
COM
530555101
1071
25741
SH
SOLE
25060
0
681
Liberty Global Ser C
COM
530555309
4700
115439
SH
SOLE
110796
0
4643
Liberty Interactive Ser A
COM
53071M104
879
30432
SH
SOLE
28053
0
2379
Liberty Media Corp Ser A
COM
530322106
1091
8345
SH
SOLE
7705
0
640
Magellan Midstream Ptnrs LP
COM
559080106
11343
162646
SH
SOLE
156132
0
6514
Manulife Financial Corp.
COM
56501r106
232
12000
SH
SOLE
6000
0
6000
Markel Corp.
COM
570535104
416
698
SH
SOLE
538
0
160
Markwest Energy Ptnr LP
COM
570759100
2564
39250
SH
SOLE
34250
0
5000
Marriott Intl. Inc.
COM
571903202
840
15000
SH
SOLE
15000
0
0
Martin Marietta Mtrl
COM
573284106
673
5240
SH
SOLE
4940
0
300
McDonald's Corp.
COM
580135101
446
4550
SH
SOLE
4550
0
0
Merck & Co.
COM
589331107
7913
139388
SH
SOLE
139388
0
0
Microsoft Corp.
COM
594918104
1414
34489
SH
SOLE
34489
0
0
Mondelez Intl Inc.
COM
609207105
259
7500
SH
SOLE
7500
0
0
Montpelier Re Holdings LTD
COM
G62185106
1108
37240
SH
SOLE
35540
0
1700
Nacco Inds Inc. CL A
COM
652957910
533
9840
SH
SOLE
9540
0
300
National Aust Bank
COM
632525408
753
46000
SH
SOLE
46000
0
0
New York Comnty Bancorp
COM
649445103
250
15543
SH
SOLE
15543
0
0
News Corp LTD Cl A
COM
65249B109
306
17793
SH
SOLE
17293
0
500
Nextera Energy, Inc.
COM
65339F101
400
4182
SH
SOLE
4182
0
0
Nuveen Govt Income Fund
COM
67090N109
134
12750
SH
SOLE
12750
0
0
Oneok Partners LP
COM
68268N103
4434
82800
SH
SOLE
72800
0
10000
PepsiCo Inc.
COM
713448108
313
3750
SH
SOLE
3750
0
0
Pfizer Inc.
COM
717081103
2873
89441
SH
SOLE
87491
0
1950
Phillips 66
COM
718546104
626
8121
SH
SOLE
8121
0
0
Plum Creek Timber
COM
729251108
378
9000
SH
SOLE
9000
0
0
Portugal Telecm Spn
COM
737273102
64
15000
SH
SOLE
15000
0
0
Procter & Gamble Co
COM
742718109
452
5607
SH
SOLE
3657
0
1950
Rayonier Inc
COM
754907103
4233
92199
SH
SOLE
92199
0
0
Royal Dutch Shell
COM
780259206
764
10452
SH
SOLE
10452
0
0
Schlumberger Ltd
COM
806857108
288
2950
SH
SOLE
2950
0
0
Shaw Communications
COM
82082k200
382
16000
SH
SOLE
0
0
16000
Spectra Energy Corp.
COM
847560109
584
15800
SH
SOLE
15800
0
0
St. Joe Co
COM
790148100
665
34525
SH
SOLE
28575
0
5950
Starz
COM
85571Q102
258
7987
SH
SOLE
7347
0
640
Suncor Energy Inc.
COM
867229106
315
9000
SH
SOLE
9000
0
0
TAL International Group
COM
874083108
875
20400
SH
SOLE
19900
0
500
Texas Instruments
COM
882508104
2264
48000
SH
SOLE
48000
0
0
Time Warner Inc.
COM
887315109
278
4254
SH
SOLE
4254
0
0
Toronto-Dominion Bank
COM
891160509
410
8726
SH
SOLE
8726
0
0
Travelers Companies Inc.
COM
792860108
566
6650
SH
SOLE
6650
0
0
U.S. Bancorp
COM
902973304
3366
78545
SH
SOLE
78545
0
0
UDR, Inc.
COM
902653104
219
8495
SH
SOLE
8495
0
0
USG Corp.
COM
903293405
2567
78450
SH
SOLE
68550
0
9900
Verizon Comm.
COM
92343V104
344
7222
SH
SOLE
6164
0
1058
VistaPrint Limited
COM
G93762204
4425
89906
SH
SOLE
77906
0
12000
W.P. Carey Inc
COM
92930Y107
4950
82400
SH
SOLE
81325
0
1075
WPX Energy Inc.
COM
98212B103
515
28541
SH
SOLE
28541
0
0
Walt Disney Co.
COM
254687106
2923
36505
SH
SOLE
31705
0
4800
Waste Management, Inc.
COM
94106L109
492
11700
SH
SOLE
11700
0
0
Wells Fargo & Co.
COM
949746101
4595
92380
SH
SOLE
84380
0
8000
Wells Fargo Adv Global Div Opp
COM
30024H101
94
12000
SH
SOLE
12000
0
0
White Mountains Insurance Grou
COM
G9618E107
533
889
SH
SOLE
839
0
50
Williams Companies
COM
969457100
381
9400
SH
SOLE
9400
0
0
Wyndham Worldwide Corp.
COM
98310W108
901
12300
SH
SOLE
11800
0
500
XL Group Plc.
COM
G98255105
222
7100
SH
SOLE
7100
0
0
Zimmer Holdings Inc.
COM
98956p102
469
4960
SH
SOLE
4960
0
0
iShares S&P US PFD Fund
COM
464288687
961
24625
SH
SOLE
24225
0
400
Dodge & Cox Intl Stock Fund
MUT
256206103
277
6273
SH
SOLE
6273
0
0
Longleaf Partners Internationa
MUT
543069405
248
13396
SH
SOLE
13396
0
0
Oakmark Fund
MUT
413838103
205
3143
SH
SOLE
3143
0
0
Putnam Global Healthcare Fund
MUT
746778109
401
6680
SH
SOLE
6680
0
0
Schwab S&P 500 Index Fd
MUT
808509855
230
7849
SH
SOLE
7849
0
0
Sound Shore Investor
MUT
836083105
493
9711
SH
SOLE
9711
0
0
T Rowe Price Gr Stk Fd
MUT
741479109
208
4009
SH
SOLE
4009
0
0