13F-HR 1 shikiar4q1213f.txt 13F 4Q 2012 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: December 31,2012 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ x] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Shikiar Asset Management, Inc. Address: 1633 Broadway 9th Floor New York, NY 10019 13F File Number: 028-07060 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this submission. Person Signing this Report on Behalf of Reporting Manager: Name: Stuart A. Shikiar Title: President Phone: 212-888-6565 Signature, Place, and Date of Signing: Stuart A. Shikiar New York, New York January 31, 2013 Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. List of Other Managers Reporting for this Manager: 0 FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 76 Form 13F Information Table Value Total: $169684 (x1000) List of Other Included Managers: 0 No. 13F File Number Name FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ASSOCIATED BANC-CORP PFD STK S PFD 045488202 341 12400 SH SOLE 12400 BANK OF AMERICA 8.2%DEP SH REP PFD 060505765 1251 48876 SH SOLE 48676 BANK OF AMERICA CORP PREF SER8 PFD 060505559 2367 92600 SH SOLE 92400 BEAZER HOMES USA INC PFD 07556Q709 966 33900 SH SOLE 33900 CITIGROUP CAP VIII SECS 6.95% PFD 17306R204 1849 73400 SH SOLE 73200 CREDIT SUISSE 7.9% GUERNSEY B PFD 225448208 2272 89550 SH SOLE 89350 EXCEL TR INC CUM PRF STK PFD 30068C307 1394 53525 SH SOLE 53325 GENERAL MTRS CO JR PFD CONV SE PFD 37045V209 467 10575 SH SOLE 10575 LEXINGTON RLTY TR PFD 7.55% SE PFD 529537201 1138 45350 SH SOLE 45350 M&T CAP TR IV 8.5% GTD ENHANC PFD 55292C203 2964 116909 SH SOLE 116400 MORGAN STANLEY CAP 5.75% PFD 617466206 1131 45850 SH SOLE 45850 PRIVATEBANCORP 10% PFD 74272L208 2494 98375 SH SOLE 98075 RESOURCE CAPITAL PERF B PFD 76120W500 643 26000 SH SOLE 25800 STRATEGIC HOTEL CAP INC PFD SE PFD 86272T502 244 10000 SH SOLE 10000 STRATEGIC HOTEL CAP INC PRF SE PFD 86272T304 979 39050 SH SOLE 38850 ZIONS BANCORP PREFERRED 9.5% PFD 989701503 3571 137975 SH SOLE 137775 ALPHA NATURAL RESOURCES SR NT CONV 02076XAA0 464 500000 PRN SOLE 500000 ACCESS MIDSTREAM PARTNERS LP U COM 00434L109 6343 189125 SH SOLE 189125 ALCOA COM 013817101 682 78600 SH SOLE 78600 AMERICAN INTERNATIONAL GROUP COM 026874107 3203 90750 SH SOLE 90750 ANADARKO PETROLEUM COM 032511107 8267 111250 SH SOLE 111150 APPLE COM 037833100 13336 25060 SH SOLE 25060 AT&T COM 00206R102 703 20850 SH SOLE 20850 BANK OF AMERICA COM 060505104 2101 181000 SH SOLE 181000 BEARD COM 07384R408 0 18050 SH SOLE 18050 BERKSHIRE HATHAWAY DEL CL A COM 084670108 402 3 SH SOLE 3 BLACKHAWK CAP GROUP BDC COM 09236T103 1 24000 SH SOLE 24000 BUCKEYE PARTNERS L.P COM 118230101 227 5000 SH SOLE 5000 CAPITAL BANK FINANCIAL CORP COM 139794101 249 14600 SH SOLE 14600 CATERPILLAR COM 149123101 4100 45750 SH SOLE 45750 CITIGROUP INC. COM 172967424 5225 132067 SH SOLE 131788 CITY NATIONAL COM 178566105 267 5400 SH SOLE 5400 COSTCO WHSL COM 22160K105 346 3500 SH SOLE 3500 DEAN FOODS CO COM 242370104 516 31250 SH SOLE 31250 DENBURY RES INC COM NEW COM 247916208 4152 256300 SH SOLE 256300 DIRECT TV COM 25490A309 443 8832 SH SOLE 8832 EBAY COM 278642103 4577 89750 SH SOLE 89650 ENTERPRISE PRDS PARTNERS LP COM 293792107 250 5000 SH SOLE 5000 EXCEL COM 30068C109 2096 165450 SH SOLE 165450 EXXON COM 30231G102 710 8200 SH SOLE 8200 FREEPORT MCMORAN COM 35671D857 5795 169450 SH SOLE 169350 GENERAC HOLDINGS INC COM 368736104 2921 85125 SH SOLE 85075 GLOBAL ECOLOGY CORP COM COM 37950A109 0 250000 SH SOLE 250000 INCYTE COM 45337C102 3015 181500 SH SOLE 181500 INTERNATIONAL PAPER COM 460146103 3576 89750 SH SOLE 89600 JPMORGAN CHASE COM 46625H100 1770 40250 SH SOLE 40250 KINDER MORGAN ENERGY PARTNERS COM 494550106 439 5500 SH SOLE 5500 KKR FINANCIAL HLDGS LLC COM COM 48248A306 5477 518625 SH SOLE 517625 LEXINGTON REALTY TR COM 529043101 5256 503000 SH SOLE 502000 LIBERTY INTERACTIVE CORPORATIO COM 53071M104 365 18544 SH SOLE 18544 LIBERTY MEDIA CORP. CL A COM 531229102 408 3514 SH SOLE 3514 LINC ENERGY COM Q5562Z103 311 250000 SH SOLE 250000 LINN ENERGY COM 536020100 9025 256100 SH SOLE 255750 MACYS COM 55616P104 1581 40525 SH SOLE 40425 MANITOWOC INC COM 563571108 619 39500 SH SOLE 39500 MERCK & CO INC NEW COM COM 58933Y105 7052 172250 SH SOLE 172100 MGM MIRAGE COM 552953101 361 31000 SH SOLE 31000 MORGAN STANLEY COM 617446448 574 30000 SH SOLE 30000 NEW YORK COMMUNITY BANCORP COM 649445103 1415 108000 SH SOLE 107600 OPKO HEALTH INC COM COM 68375N103 221 46000 SH SOLE 46000 ORACLE COM 68389X105 1994 59850 SH SOLE 59650 ORASURE TECHNOLOGIES COM 68554V108 114 15900 SH SOLE 15900 QEP RESOURCES COM 74733V100 3101 102450 SH SOLE 102450 RESOURCE CAPITAL COM 76120W302 112 20000 SH SOLE 20000 SEACUBE CONTAINER LEASING LTD COM G79978105 2409 127800 SH SOLE 127200 SPDR GOLD TRUST COM 78463V107 10641 65675 SH SOLE 65625 STAG INDUSTRIAL INC COM 85254J102 512 28500 SH SOLE 28500 TETRAGON FINANCIAL GROUP LTD COM G8766R134 406 42500 SH SOLE 42500 TEVA PHARMACEUTICAL COM 881624209 4354 116600 SH SOLE 116600 ULTRALIFE BATTERIES COM 903899102 275 85000 SH SOLE 85000 VERIZON COMMUNICATIONS COM 92343V104 338 7800 SH SOLE 7800 VIROPHARMA COM 928241108 2276 100000 SH SOLE 100000 WELLS FARGO COM 949746101 3867 113125 SH SOLE 112925 WESTERN GAS PARTNERS COM 958254104 3639 76410 SH SOLE 76210 WYNN RESORTS COM 983134107 2520 22400 SH SOLE 22400 ZIONS BANCORPORATION COM 989701107 214 10000 SH SOLE 10000