0001127544-14-000008.txt : 20141112
0001127544-14-000008.hdr.sgml : 20141111
20141112115452
ACCESSION NUMBER: 0001127544-14-000008
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20140930
FILED AS OF DATE: 20141112
DATE AS OF CHANGE: 20141112
EFFECTIVENESS DATE: 20141112
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: 141212512
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
09-30-2014
09-30-2014
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
11-12-2014
0
117
200137
false
INFORMATION TABLE
2
inftable.xml
21st Century Fox A
COM
90130A101
2832
82584
SH
SOLE
80584
0
2000
AT&T Corp
COM
00206R102
269
7643
SH
SOLE
7643
0
0
Abbott Labs
COM
002824100
254
6100
SH
SOLE
6100
0
0
Ace Limited
COM
H0023R105
1853
17665
SH
SOLE
17665
0
0
AllianceBernstein Holdings LP
COM
01881G106
403
15475
SH
SOLE
15475
0
0
American Express
COM
025816109
1453
16600
SH
SOLE
16600
0
0
American Natl Ins Co
COM
028591105
952
8467
SH
SOLE
8017
0
450
Annaly MTG Management REIT
COM
035710409
259
24279
SH
SOLE
24279
0
0
Apollo Investment Corp.
COM
03761U106
182
22285
SH
SOLE
22285
0
0
BP PLC
COM
055622104
788
17940
SH
SOLE
17940
0
0
Bank of New York Mellon
COM
064058100
1189
30709
SH
SOLE
30709
0
0
Berkshire Hathaway CL A
COM
084670108
828
4
SH
SOLE
4
0
0
Berkshire Hathaway Class B
COM
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3967
28714
SH
SOLE
27606
0
1108
Bristol-Myers Squibb
COM
110122108
1617
31600
SH
SOLE
31600
0
0
Brookfield Asset Mgt
COM
112585104
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160135
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SOLE
157835
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2300
Brookfield Infrastructure Part
COM
G16252101
4140
108942
SH
SOLE
106417
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2525
Brookfield Property Partners L
COM
G16249107
5136
243769
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SOLE
238869
0
4900
Brookfield Renewable Energy Pa
COM
G16258108
385
12640
SH
SOLE
11600
0
1040
CME Group Inc Cl A
COM
12572Q105
400
5000
SH
SOLE
5000
0
0
CVS Caremark, Corp.
COM
126650100
1349
16951
SH
SOLE
16951
0
0
Cardinal Health
COM
14149Y108
281
3753
SH
SOLE
3753
0
0
Centurylink Inc.
COM
156700106
241
5900
SH
SOLE
5900
0
0
Charles Schwab
COM
808513105
8585
292105
SH
SOLE
292105
0
0
Chevron Corp.
COM
166764100
2379
19942
SH
SOLE
19942
0
0
CitiGroup Inc.
COM
172967424
1548
29877
SH
SOLE
29567
0
310
Coca Cola Co.
COM
191216100
1011
23700
SH
SOLE
23700
0
0
Colgate-Palmolive
COM
194162103
652
10000
SH
SOLE
10000
0
0
Comcast Cl A Special
COM
20030N200
3464
64756
SH
SOLE
62681
0
2075
Comcast Corp. Cl A
COM
20030N101
596
11085
SH
SOLE
11085
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ConocoPhillips
COM
20825C104
1923
25137
SH
SOLE
25137
0
0
Crimson Wine Group
COM
22662X100
138
15098
SH
SOLE
14998
0
100
DirectTV
COM
25490A309
2616
30234
SH
SOLE
30234
0
0
Discovery Commun Ser C
COM
25470F302
546
14643
SH
SOLE
14643
0
0
Duke Energy Corp.
COM
26441C204
454
6068
SH
SOLE
6068
0
0
Eastgroup Properties
COM
277276101
803
13250
SH
SOLE
13250
0
0
Enbridge Energy Management LLC
COM
29250X103
5290
142155
SH
SOLE
140589
0
1566
Enstar Group LTD
COM
G3075P101
823
6040
SH
SOLE
5740
0
300
Ethan Allen Interiors
COM
297602104
239
10468
SH
SOLE
10468
0
0
Exxon Mobil Corp
COM
30231G102
4094
43533
SH
SOLE
43533
0
0
First Nat'l of Nebraska, Inc.
COM
335720108
3606
610
SH
SOLE
610
0
0
Forest City Ent. CL A
COM
345550107
210
10750
SH
SOLE
9150
0
1600
General Electric
COM
369604103
4190
163555
SH
SOLE
161555
0
2000
HSBC Holdings PLC
COM
404280406
1384
27200
SH
SOLE
27200
0
0
Honeywell Intl.
COM
438516106
1397
15000
SH
SOLE
15000
0
0
Hyster-Yale MH CL A
COM
449172105
1255
17525
SH
SOLE
16925
0
600
Intl Bus Machines
COM
459200101
543
2863
SH
SOLE
2863
0
0
JPMorgan Chase
COM
46625H100
915
15194
SH
SOLE
15194
0
0
Johnson & Johnson
COM
478160104
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141790
SH
SOLE
141790
0
0
Kinder Morgan Energy Partners
COM
494550106
3215
34471
SH
SOLE
34015
0
456
Leucadia Natl Corp.
COM
527288104
2797
117343
SH
SOLE
116343
0
1000
Liberty Global Cl A
COM
G5480U104
1095
25741
SH
SOLE
25741
0
0
Liberty Global Ser C
COM
G5480U120
4735
115439
SH
SOLE
112839
0
2600
Liberty Interactive Ser A
COM
53071M104
868
30432
SH
SOLE
30432
0
0
Liberty Media Corp SER C
COM
531229300
784
16690
SH
SOLE
16690
0
0
Liberty Media Corp Ser A
COM
531229102
394
8345
SH
SOLE
8345
0
0
Magellan Midstream Ptnrs LP
COM
559080106
13523
160646
SH
SOLE
159192
0
1454
Manulife Financial Corp.
COM
56501R106
231
12000
SH
SOLE
12000
0
0
Markel Corp.
COM
570535104
444
698
SH
SOLE
698
0
0
Markwest Energy Ptnr LP
COM
570759100
3015
39250
SH
SOLE
38250
0
1000
Marriott Intl. Inc.
COM
571903202
1049
15000
SH
SOLE
15000
0
0
Martin Marietta Mtrl
COM
573284106
482
3740
SH
SOLE
3440
0
300
McDonald's Corp.
COM
580135101
431
4550
SH
SOLE
4550
0
0
Merck & Co.
COM
58933Y105
8263
139388
SH
SOLE
139388
0
0
Microsoft Corp.
COM
594918104
1602
34549
SH
SOLE
34549
0
0
Mondelez Intl Inc.
COM
609207105
257
7500
SH
SOLE
7500
0
0
Montpelier Re Holdings LTD
COM
G62185106
1033
33240
SH
SOLE
31540
0
1700
Nacco Inds Inc. CL A
COM
629579103
489
9840
SH
SOLE
9540
0
300
National Aust Bank
COM
632525408
652
46000
SH
SOLE
46000
0
0
New York Comnty Bancorp
COM
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247
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SH
SOLE
15560
0
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News Corp LTD Cl A
COM
65249B109
287
17543
SH
SOLE
17043
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Nextera Energy, Inc.
COM
65339F101
393
4182
SH
SOLE
4182
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0
Nuveen Govt Income Fund
COM
67090N109
136
12750
SH
SOLE
12750
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Oneok Partners LP
COM
68268N103
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SH
SOLE
82800
0
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PacWest Bancorp
COM
695263103
467
11337
SH
SOLE
10487
0
850
PepsiCo Inc.
COM
713448108
349
3750
SH
SOLE
3750
0
0
Pfizer Inc.
COM
717081103
3422
115741
SH
SOLE
113391
0
2350
Phillips 66
COM
718546104
660
8121
SH
SOLE
8121
0
0
Plum Creek Timber
COM
729251108
351
9000
SH
SOLE
9000
0
0
Procter & Gamble Co
COM
742718109
578
6907
SH
SOLE
6907
0
0
Rayonier Advanced Mtl. Inc.
COM
75508B104
894
27157
SH
SOLE
27157
0
0
Rayonier Inc. REIT
COM
754907103
2871
92199
SH
SOLE
92199
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Royal Dutch Shell
COM
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SH
SOLE
10452
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Schlumberger Ltd
COM
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2950
SH
SOLE
2950
0
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Shaw Communications
COM
82028K200
392
16000
SH
SOLE
16000
0
0
Spectra Energy Corp.
COM
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620
15800
SH
SOLE
15800
0
0
St. Joe Co
COM
790148100
795
39875
SH
SOLE
37925
0
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Starz
COM
85571Q102
264
7987
SH
SOLE
7987
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Suncor Energy Inc.
COM
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441
12200
SH
SOLE
12200
0
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TAL International Group
COM
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842
20400
SH
SOLE
19900
0
500
Texas Instruments
COM
882508104
2289
48000
SH
SOLE
48000
0
0
Time Warner Inc.
COM
887317303
320
4254
SH
SOLE
4254
0
0
Toronto-Dominion Bank
COM
891160509
431
8726
SH
SOLE
8726
0
0
Travelers Companies Inc.
COM
89417E109
625
6650
SH
SOLE
6650
0
0
U.S. Bancorp
COM
902973304
3286
78545
SH
SOLE
78545
0
0
UDR, Inc.
COM
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231
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SH
SOLE
8495
0
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USG Corp.
COM
903293405
2153
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SH
SOLE
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Verizon Comm.
COM
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VistaPrint Limited
COM
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W.P. Carey Inc
COM
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5255
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SH
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81325
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WPX Energy Inc.
COM
98212B103
687
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SH
SOLE
28541
0
0
Walt Disney Co.
COM
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SH
SOLE
36505
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Waste Management, Inc.
COM
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SH
SOLE
11700
0
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Wells Fargo & Co.
COM
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SH
SOLE
92419
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Wells Fargo Adv Global Div Opp
COM
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96
12000
SH
SOLE
12000
0
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White Mountains Ins
COM
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560
889
SH
SOLE
839
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Williams Companies
COM
969457100
520
9400
SH
SOLE
9400
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0
Wyndham Worldwide Corp.
COM
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1089
13400
SH
SOLE
12900
0
500
XL Group Plc.
COM
G98290102
236
7100
SH
SOLE
7100
0
0
Zimmer Holdings Inc.
COM
98956P102
499
4960
SH
SOLE
4960
0
0
iShares S&P US PFD Fund
COM
464288687
973
24625
SH
SOLE
24225
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400
Dodge & Cox Intl Stock Fund
MUT
256206103
278
6159
SH
SOLE
6159
0
0
Longleaf Partners Internationa
MUT
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219
13396
SH
SOLE
13396
0
0
Oakmark Fund
MUT
413838103
215
3143
SH
SOLE
3143
0
0
Putnam Global Healthcare Fund
MUT
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453
6680
SH
SOLE
6680
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Schwab S&P 500 Index Fd
MUT
808509855
245
7849
SH
SOLE
7849
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0
Sound Shore Investor
MUT
836083105
517
9899
SH
SOLE
9899
0
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T Rowe Price Gr Stk Fd
MUT
741479109
220
4009
SH
SOLE
4009
0
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