0001127544-19-000009.txt : 20191022
0001127544-19-000009.hdr.sgml : 20191022
20191022134259
ACCESSION NUMBER: 0001127544-19-000009
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190930
FILED AS OF DATE: 20191022
DATE AS OF CHANGE: 20191022
EFFECTIVENESS DATE: 20191022
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: 191161228
BUSINESS ADDRESS:
STREET 1: 452 FIFTH AVENUE
STREET 2: 12TH FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10018
BUSINESS PHONE: 2122237280
MAIL ADDRESS:
STREET 1: 452 FIFTH AVENUE
STREET 2: 12TH FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10018
FORMER COMPANY:
FORMER CONFORMED NAME: KARPAS STRATEGIES LLC
DATE OF NAME CHANGE: 20001031
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001127544
XXXXXXXX
09-30-2019
09-30-2019
KARPAS STRATEGIES, LLC
452 FIFTH AVENUE
12TH FLOOR
NEW YORK
NY
10018
13F HOLDINGS REPORT
028-06347
N
Kitty Lee
Administrator
212-223-7280
Kitty Lee
New York
NY
10-22-2019
0
121
247432
false
INFORMATION TABLE
2
inftable.xml
AT&T Corp
COM
00206R102
2368
62581
SH
SOLE
62581
0
0
Abbott Labs
COM
002824100
510
6100
SH
SOLE
6100
0
0
Accenture Plc
COM
G1150G111
260
1350
SH
SOLE
1350
0
0
AllianceBernstein Holdings LP
COM
01881G106
454
15475
SH
SOLE
15475
0
0
American Express
COM
025816109
1804
15250
SH
SOLE
15250
0
0
American Natl Ins Co
COM
028591105
1466
11850
SH
SOLE
11850
0
0
Annaly Capital Mgmt
COM
035710409
2578
292900
SH
SOLE
292900
0
0
Apollo Global Management Inc
COM
03768E105
946
25000
SH
SOLE
25000
0
0
Apple Inc
COM
037833100
326
1455
SH
SOLE
1455
0
0
BP Plc
COM
055622104
682
17940
SH
SOLE
17940
0
0
Bank of New York Mellon
COM
064058100
1099
24309
SH
SOLE
24309
0
0
Berkshire Hathaway CL A
COM
084670108
1247
4
SH
SOLE
4
0
0
Berkshire Hathaway Cl B
COM
084670702
5714
27469
SH
SOLE
27469
0
0
Blackstone Mortgage Trust Inc.
COM
09257W100
566
15800
SH
SOLE
15800
0
0
Boeing Co
COM
097023105
387
1018
SH
SOLE
1018
0
0
Bristol-Myers Squibb
COM
110122108
1627
32080
SH
SOLE
32080
0
0
Brookfield Asset Management
COM
112585104
15031
283119
SH
SOLE
283119
0
0
Brookfield Infra Ptnrs
COM
G16252101
10100
203581
SH
SOLE
203581
0
0
Brookfield Property Ptnrs LP
COM
G16249107
8636
425438
SH
SOLE
425438
0
0
Brookfield Renewable Partners
COM
G16258108
4924
121225
SH
SOLE
121225
0
0
CME Group Inc Cl A
COM
12572Q105
1057
5000
SH
SOLE
5000
0
0
CVS Health
COM
126650100
1018
16148
SH
SOLE
16148
0
0
CenturyLink Inc
COM
156700106
5823
466560
SH
SOLE
466560
0
0
Charles Schwab
COM
808513105
9476
226545
SH
SOLE
226545
0
0
Chevron Corp
COM
166764100
2135
18003
SH
SOLE
18003
0
0
Chubb Limited
COM
H1467J104
2640
16353
SH
SOLE
16353
0
0
Cimpress NV
COM
N20146101
8270
62730
SH
SOLE
62730
0
0
CitiGroup Inc
COM
172967424
2560
37062
SH
SOLE
37062
0
0
Coca-Cola Co
COM
191216100
1181
21700
SH
SOLE
21700
0
0
Colgate-Palmolive
COM
194162103
735
10000
SH
SOLE
10000
0
0
Comcast Corp Cl A
COM
20030N101
5273
116967
SH
SOLE
116967
0
0
ConocoPhillips
COM
20825C104
1388
24352
SH
SOLE
24352
0
0
Consolidated Edison
COM
209111103
204
2155
SH
SOLE
2155
0
0
Crimson Wine Group
COM
22662X100
104
13781
SH
SOLE
13781
0
0
Deere & Co
COM
244199105
219
1300
SH
SOLE
1300
0
0
Discovery Inc
COM
25470F302
333
13515
SH
SOLE
13515
0
0
Duke Energy Corp
COM
26441C204
582
6068
SH
SOLE
6068
0
0
Eastgroup Properties
COM
277276101
1275
10200
SH
SOLE
10200
0
0
Enbridge Inc.
COM
29250N105
2808
80055
SH
SOLE
80055
0
0
Enstar Group Ltd
COM
G3075P101
990
5215
SH
SOLE
5215
0
0
Exxon Mobil Corp
COM
30231G102
3211
45477
SH
SOLE
45477
0
0
First Natl of Nebraska Inc
COM
335720108
4131
409
SH
SOLE
409
0
0
Fox Corp CL A
COM
35137l105
717
22726
SH
SOLE
22726
0
0
G C I Liberty Inc Cl A
COM
36164V305
270
4342
SH
SOLE
4342
0
0
General Electric
COM
369604103
783
87616
SH
SOLE
87616
0
0
HCA Holdings Inc
COM
404119109
229
1900
SH
SOLE
1900
0
0
HSBC Holdings Plc
COM
404280406
1041
27200
SH
SOLE
27200
0
0
Hamilton Beach Brand CL A
COM
40701T104
295
18250
SH
SOLE
18250
0
0
Hartford Finl Svcs Group
COM
416515104
303
5000
SH
SOLE
5000
0
0
Honeywell Intl
COM
438516106
2259
13350
SH
SOLE
13350
0
0
Howard Hughes Corp
COM
44267D107
998
7700
SH
SOLE
7700
0
0
Hyatt Hotels Corp
COM
448579011
214
2900
SH
SOLE
2900
0
0
Hyster-Yale MH Inc
COM
449172105
763
13945
SH
SOLE
13945
0
0
IBM Corp
COM
459200101
409
2815
SH
SOLE
2815
0
0
JPMorgan Chase
COM
46625H100
1808
15362
SH
SOLE
15362
0
0
Jefferies Financial Group Inc
COM
47233W109
2258
122744
SH
SOLE
122744
0
0
Johnson & Johnson
COM
478160104
17424
134670
SH
SOLE
134670
0
0
Kinder Morgan Inc
COM
49456B101
2863
138929
SH
SOLE
138929
0
0
Liberty Broadband CL A
COM
530307107
205
1966
SH
SOLE
1966
0
0
Liberty Broadband CL C
COM
530307305
546
5219
SH
SOLE
5219
0
0
Liberty Global Cl A
COM
G5480U104
509
20557
SH
SOLE
20557
0
0
Liberty Global Ser C
COM
G5480U120
4087
171814
SH
SOLE
171814
0
0
Liberty Latin Amer
COM
G9001E128
313
18309
SH
SOLE
18309
0
0
Liberty Sirius SER A
COM
531229409
322
7746
SH
SOLE
7746
0
0
Liberty Sirius SER C
COM
531229607
664
15830
SH
SOLE
15830
0
0
Lockheed Martin
COM
539831099
308
789
SH
SOLE
789
0
0
MPLX LP
COM
55336V100
3664
130812
SH
SOLE
130812
0
0
Magellan Midstream Ptnrs LP
COM
559080106
10577
159610
SH
SOLE
159610
0
0
Manulife Financial Corp
COM
56501R106
220
12000
SH
SOLE
12000
0
0
Markel Corp
COM
570535104
825
698
SH
SOLE
698
0
0
Marriott Intl Inc
COM
571903202
1492
12000
SH
SOLE
12000
0
0
Martin Marietta Mtrl
COM
573284106
943
3440
SH
SOLE
3440
0
0
McDonald's Corp
COM
580135101
735
3425
SH
SOLE
3425
0
0
Merck & Co
COM
58933Y105
11748
139553
SH
SOLE
139553
0
0
Microsoft Corp
COM
594918104
3381
24319
SH
SOLE
24319
0
0
Mondelez Intl Inc
COM
609207105
401
7250
SH
SOLE
7250
0
0
Nacco Inds Inc
COM
629579103
591
9240
SH
SOLE
9240
0
0
National Aust Bank
COM
632525408
463
46000
SH
SOLE
46000
0
0
Nestle SA ADS
COM
641069406
247
2275
SH
SOLE
2275
0
0
New York Comnty Bancorp
COM
649445103
348
27718
SH
SOLE
27718
0
0
News Corp Ltd Cl A
COM
65249B109
234
16793
SH
SOLE
16793
0
0
Nextera Energy Inc
COM
65339F101
1220
5238
SH
SOLE
5238
0
0
Oneok Inc
COM
682680103
5446
73906
SH
SOLE
73906
0
0
PepsiCo Inc
COM
713448108
519
3783
SH
SOLE
3783
0
0
Pfizer Inc
COM
717081103
3780
105202
SH
SOLE
105202
0
0
Phillips 66
COM
718546104
809
7896
SH
SOLE
7896
0
0
Procter & Gamble Co
COM
742718109
825
6635
SH
SOLE
6635
0
0
Qurate Retail Group
COM
53071M104
291
28177
SH
SOLE
28177
0
0
Rayonier Inc
COM
754907103
2406
85324
SH
SOLE
85324
0
0
Royal Dutch Shell
COM
780259206
615
10452
SH
SOLE
10452
0
0
Shaw Communications
COM
82028K200
315
16000
SH
SOLE
16000
0
0
Suncor Energy Inc
COM
867224107
360
11400
SH
SOLE
11400
0
0
Texas Instruments
COM
882508104
6169
47735
SH
SOLE
47735
0
0
Thermo Fisher Scientific Inc
COM
883556102
306
1050
SH
SOLE
1050
0
0
Toronto-Dominion Bank
COM
891160509
291
5000
SH
SOLE
5000
0
0
Travelers Companies
COM
89417E109
989
6650
SH
SOLE
6650
0
0
Triton Intl Ltd
COM
G9078F107
496
14650
SH
SOLE
14650
0
0
UDR Inc
COM
902653104
341
7024
SH
SOLE
7024
0
0
US Bancorp
COM
902973304
3864
69821
SH
SOLE
69821
0
0
Verizon Comm
COM
92343V104
436
7216
SH
SOLE
7216
0
0
WP Carey Inc
COM
92936U109
6558
73275
SH
SOLE
73275
0
0
WPX Energy Inc
COM
98212B103
238
22466
SH
SOLE
22466
0
0
Wal-Mart Stores
COM
931142103
246
2073
SH
SOLE
2073
0
0
Walt Disney Co
COM
254687106
7128
54693
SH
SOLE
54693
0
0
Waste Management
COM
94106L109
1298
11290
SH
SOLE
11290
0
0
Wells Fargo & Co
COM
949746101
4564
90485
SH
SOLE
90485
0
0
Weyerhaeuser Co
COM
962166104
487
17598
SH
SOLE
17598
0
0
White Mountains Ins
COM
G9618E107
812
752
SH
SOLE
752
0
0
Williams Companies
COM
969457100
215
8950
SH
SOLE
8950
0
0
Wyndham Destinations
COM
98310W108
405
8800
SH
SOLE
8800
0
0
Wyndham Hotels & Resorts
COM
98311A105
455
8800
SH
SOLE
8800
0
0
Xylem Inc
COM
98419M100
204
2568
SH
SOLE
2568
0
0
Zimmer Biomet Holdings
COM
98956P102
681
4960
SH
SOLE
4960
0
0
iShares US Pfd ETF
COM
464288687
836
22275
SH
SOLE
22275
0
0
DFA International Core Equity
MUT
233203371
871
68457
SH
SOLE
68457
0
0
Dodge & Cox Intl Stock Fund
MUT
256206103
256
6259
SH
SOLE
6259
0
0
Franklin Income Fund Class A
MUT
353496490
42
18116
SH
SOLE
18116
0
0
Longleaf Ptnrs International F
MUT
543069405
190
11580
SH
SOLE
11580
0
0
Oakmark Fund
MUT
413838103
272
3497
SH
SOLE
3497
0
0
Putnam Global Healthcare Fund
MUT
746778109
208
4109
SH
SOLE
4109
0
0
Schwab S&P 500 Index Fd
MUT
808509855
391
8462
SH
SOLE
8462
0
0