0001127544-15-000004.txt : 20150505
0001127544-15-000004.hdr.sgml : 20150505
20150505131527
ACCESSION NUMBER: 0001127544-15-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20150331
FILED AS OF DATE: 20150505
DATE AS OF CHANGE: 20150505
EFFECTIVENESS DATE: 20150505
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: 15831716
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
03-31-2015
03-31-2015
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
05-05-2015
0
120
206315
false
INFORMATION TABLE
2
inftable.xml
13F
21st Century Fox A
COM
90130A101
2740
80984
SH
SOLE
78984
0
2000
ACE Limited
COM
H0023R105
1969
17665
SH
SOLE
17665
0
0
AT&T Corp
COM
00206R102
250
7643
SH
SOLE
7643
0
0
Abbott Labs
COM
002824100
283
6100
SH
SOLE
6100
0
0
AllianceBernstein Holdings LP
COM
01881G106
478
15475
SH
SOLE
15475
0
0
American Express
COM
025816109
1297
16600
SH
SOLE
16600
0
0
American Natl Ins Co
COM
028591105
1250
12700
SH
SOLE
12050
0
650
Annaly Capital Mgmt
COM
035710409
172
16500
SH
SOLE
16500
0
0
Apollo Inv Corp
COM
03761U106
171
22285
SH
SOLE
22285
0
0
BP Plc
COM
055622104
702
17940
SH
SOLE
17940
0
0
Bank of New York Mellon
COM
064058100
1236
30709
SH
SOLE
30709
0
0
Berkshire Hathaway CL A
COM
084670108
870
4
SH
SOLE
4
0
0
Berkshire Hathaway Cl B
COM
084670702
4000
27714
SH
SOLE
26606
0
1108
Bristol-Myers Squibb
COM
110122108
2038
31600
SH
SOLE
31600
0
0
Brookfield Asset Management
COM
112585104
8853
165135
SH
SOLE
162835
0
2300
Brookfield Infra Ptnrs
COM
G16252101
4975
109242
SH
SOLE
106717
0
2525
Brookfield Property Ptnrs LP
COM
G16249107
6164
254169
SH
SOLE
249269
0
4900
Brookfield Renewable Energy Pt
COM
G16258108
2350
74400
SH
SOLE
71925
0
2475
CME Group Inc Cl A
COM
12572Q105
474
5000
SH
SOLE
5000
0
0
CVS Health
COM
126650100
1698
16448
SH
SOLE
16448
0
0
Cardinal Health
COM
14149Y108
339
3753
SH
SOLE
3753
0
0
Centurylink Inc
COM
156700106
204
5900
SH
SOLE
5900
0
0
Charles Schwab
COM
808513105
8618
283105
SH
SOLE
283105
0
0
Chevron Corp
COM
166764100
2081
19818
SH
SOLE
19818
0
0
Cimpress NV
COM
N20146101
7472
88556
SH
SOLE
88556
0
0
CitiGroup Inc
COM
172967424
1468
28494
SH
SOLE
28244
0
250
Coca-Cola Co
COM
191216100
961
23700
SH
SOLE
23700
0
0
Colgate-Palmolive
COM
194162103
693
10000
SH
SOLE
10000
0
0
Comcast Cl A Special
COM
20030N200
3446
61465
SH
SOLE
59390
0
2075
Comcast Corp Cl A
COM
20030N101
626
11092
SH
SOLE
11092
0
0
ConocoPhillips
COM
20825C104
1565
25137
SH
SOLE
25137
0
0
Crimson Wine Group
COM
22662X100
137
15098
SH
SOLE
14998
0
100
DirectTV
COM
25490A309
2520
29614
SH
SOLE
29614
0
0
Discovery Commun Ser C
COM
25470F302
432
14643
SH
SOLE
14643
0
0
Duke Energy Corp
COM
26441C204
466
6068
SH
SOLE
6068
0
0
Eastgroup Properties
COM
277276101
797
13250
SH
SOLE
13250
0
0
Enbridge Energy Management LLC
COM
29250X103
5218
143441
SH
SOLE
141829
0
1612
Enstar Group Ltd
COM
G3075P101
800
5640
SH
SOLE
5340
0
300
Ethan Allen Interiors
COM
297602104
289
10468
SH
SOLE
10468
0
0
Exxon Mobil Corp
COM
30231G102
3700
43533
SH
SOLE
43533
0
0
First Natl of Nebraska Inc
COM
335720108
3813
610
SH
SOLE
610
0
0
Forest City Ent CL A
COM
345550107
274
10750
SH
SOLE
9150
0
1600
General Electric
COM
369604103
4058
163555
SH
SOLE
161555
0
2000
HSBC Holdings Plc
COM
404280406
1158
27200
SH
SOLE
27200
0
0
Hartford Finl Svcs Group
COM
416515104
209
5000
SH
SOLE
5000
0
0
Honeywell Intl
COM
438516106
1565
15000
SH
SOLE
15000
0
0
Hyster-Yale MH Inc
COM
449172105
1136
15495
SH
SOLE
14895
0
600
Intl Bus Machines
COM
459200101
460
2863
SH
SOLE
2863
0
0
JPMorgan Chase
COM
46625H100
923
15229
SH
SOLE
15229
0
0
Johnson & Johnson
COM
478160104
14264
141790
SH
SOLE
141790
0
0
Kinder Morgan Inc
COM
49456B101
3771
89646
SH
SOLE
87334
0
2312
Leucadia Natl Corp
COM
527288104
2482
111343
SH
SOLE
110343
0
1000
Liberty Broadband CL C
COM
530307305
310
5474
SH
SOLE
5474
0
0
Liberty Global Cl A
COM
G5480U104
1087
21112
SH
SOLE
21112
0
0
Liberty Global Ser C
COM
G5480U120
5700
114439
SH
SOLE
111839
0
2600
Liberty Interactive CP Aser A
COM
53071M880
307
7308
SH
SOLE
7308
0
0
Liberty Interactive Ser A
COM
53071M104
888
30432
SH
SOLE
30432
0
0
Liberty Media Corp SER C
COM
531229300
638
16690
SH
SOLE
16690
0
0
Liberty Media Corp Ser A
COM
531229102
322
8345
SH
SOLE
8345
0
0
Lockheed Martin
COM
539831099
201
989
SH
SOLE
989
0
0
Magellan Midstream Ptnrs LP
COM
559080106
12170
158646
SH
SOLE
157192
0
1454
Manulife Financial Corp
COM
56501R106
204
12000
SH
SOLE
12000
0
0
Markel Corp
COM
570535104
537
698
SH
SOLE
698
0
0
Markwest Energy Ptnr LP
COM
570759100
2594
39250
SH
SOLE
38250
0
1000
Marriott Intl Inc
COM
571903202
1205
15000
SH
SOLE
15000
0
0
Martin Marietta Mtrl
COM
573284106
523
3740
SH
SOLE
3440
0
300
McDonald's Corp
COM
580135101
443
4550
SH
SOLE
4550
0
0
Merck & Co
COM
58933Y105
8006
139288
SH
SOLE
139288
0
0
Microsoft Corp
COM
594918104
1407
34617
SH
SOLE
34617
0
0
Mondelez Intl Inc
COM
609207105
271
7500
SH
SOLE
7500
0
0
Montpelier Re Holdings Ltd
COM
G62185106
1239
32240
SH
SOLE
30540
0
1700
Nacco Inds Inc
COM
629579103
521
9840
SH
SOLE
9540
0
300
National Aust Bank
COM
632525408
672
46000
SH
SOLE
46000
0
0
New York Comnty Bancorp
COM
649445103
261
15577
SH
SOLE
15577
0
0
News Corp Ltd Cl A
COM
65249B109
281
17543
SH
SOLE
17043
0
500
Nextera Energy Inc
COM
65339F101
435
4182
SH
SOLE
4182
0
0
Oneok Ptnrs LP
COM
68268N103
3382
82800
SH
SOLE
82800
0
0
PacWest Bancorp
COM
695263103
463
9875
SH
SOLE
9025
0
850
PepsiCo Inc
COM
713448108
359
3750
SH
SOLE
3750
0
0
Pfizer Inc
COM
717081103
3933
113041
SH
SOLE
110691
0
2350
Phillips 66
COM
718546104
638
8121
SH
SOLE
8121
0
0
Plum Creek Timber
COM
729251108
391
9000
SH
SOLE
9000
0
0
Procter & Gamble Co
COM
742718109
566
6907
SH
SOLE
6907
0
0
Rayonier Inc
COM
754907103
2376
88149
SH
SOLE
88149
0
0
Royal Dutch Shell
COM
780259206
623
10452
SH
SOLE
10452
0
0
Schlumberger Ltd
COM
806857108
246
2950
SH
SOLE
2950
0
0
Sealed Air Corp
COM
81211K100
230
5050
SH
SOLE
5050
0
0
Shaw Communications
COM
82028K200
359
16000
SH
SOLE
16000
0
0
Spectra Energy Corp
COM
847560109
571
15800
SH
SOLE
15800
0
0
St Joe Co
COM
790148100
522
28100
SH
SOLE
26150
0
1950
Starz
COM
85571Q102
275
7987
SH
SOLE
7987
0
0
Suncor Energy Inc
COM
867224107
357
12200
SH
SOLE
12200
0
0
TAL Intl Group
COM
874083108
831
20400
SH
SOLE
19900
0
500
Texas Instruments
COM
882508104
2745
48000
SH
SOLE
48000
0
0
Time Warner Inc
COM
887317303
359
4254
SH
SOLE
4254
0
0
Toronto-Dominion Bank
COM
891160509
374
8726
SH
SOLE
8726
0
0
Travelers Companies
COM
89417E109
719
6650
SH
SOLE
6650
0
0
UDR Inc
COM
902653104
289
8495
SH
SOLE
8495
0
0
US Bancorp
COM
902973304
3430
78545
SH
SOLE
78545
0
0
USG Corp
COM
903293405
2018
75575
SH
SOLE
73675
0
1900
Verizon Comm
COM
92343V104
351
7222
SH
SOLE
6422
0
800
WP Carey Inc
COM
92936U109
5603
82400
SH
SOLE
81325
0
1075
WPX Energy Inc
COM
98212B103
312
28541
SH
SOLE
28541
0
0
Walt Disney Co
COM
254687106
3806
36290
SH
SOLE
36290
0
0
Waste Management
COM
94106L109
634
11700
SH
SOLE
11700
0
0
Wells Fargo & Co
COM
949746101
5030
92456
SH
SOLE
92456
0
0
Wells Fargo Adv Global Div Opp
COM
94987C103
90
12000
SH
SOLE
12000
0
0
White Mountains Ins
COM
G9618E107
549
802
SH
SOLE
752
0
50
Williams Companies
COM
969457100
476
9400
SH
SOLE
9400
0
0
Wyndham Worldwide Corp
COM
98310W108
1212
13400
SH
SOLE
12900
0
500
XL Group Plc
COM
G98290102
254
6900
SH
SOLE
6900
0
0
Zimmer Holdings Inc
COM
98956P102
583
4960
SH
SOLE
4960
0
0
iShares US Pfd ETF
COM
464288687
988
24625
SH
SOLE
24225
0
400
Dodge & Cox Intl Stock Fund
MUT
256206103
276
6300
SH
SOLE
6300
0
0
Longleaf Ptnrs International F
MUT
543069405
175
12750
SH
SOLE
12750
0
0
Oakmark Fund
MUT
413838103
222
3359
SH
SOLE
3359
0
0
Putnam Global Healthcare Fund
MUT
746778109
525
7300
SH
SOLE
7300
0
0
Schwab S&P 500 Index Fd
MUT
808509855
259
7997
SH
SOLE
7997
0
0
Sound Shore Investor
MUT
836083105
537
10911
SH
SOLE
10911
0
0
T Rowe Price Gr Stk Fd
MUT
741479109
243
4415
SH
SOLE
4415
0
0