0001127544-14-000002.txt : 20140212
0001127544-14-000002.hdr.sgml : 20140212
20140212122520
ACCESSION NUMBER: 0001127544-14-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20131231
FILED AS OF DATE: 20140212
DATE AS OF CHANGE: 20140212
EFFECTIVENESS DATE: 20140212
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: 14598366
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
12-31-2013
12-31-2013
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
02-12-2014
0
104
181366
false
INFORMATION TABLE
2
inftable.xml
21st Century Fox A
COM
90130A101
2904
82584
SH
SOLE
79584
0
3000
Abbott Labs
COM
002824100
234
6100
SH
SOLE
6100
0
0
Ace Limited
COM
G0070K103
1829
17665
SH
SOLE
17015
0
650
AllianceBernstein Holdings LP
COM
01881g106
330
15475
SH
SOLE
15475
0
0
American Express
COM
025816109
1506
16600
SH
SOLE
16600
0
0
American National Insurance Co
COM
028591105
970
8467
SH
SOLE
8017
0
450
BP PLC
COM
055622104
872
17940
SH
SOLE
17940
0
0
Bank of New York Mellon
COM
064057102
933
26709
SH
SOLE
19549
0
7160
Berkshire Hathaway Inc. CL A
COM
084670108
712
4
SH
SOLE
4
0
0
Berkshire Hathaway Inc. Cl B
COM
084670702
3404
28714
SH
SOLE
27006
0
1708
Bristol-Myers Squibb
COM
110122108
1680
31600
SH
SOLE
31600
0
0
Brookfield Asset Mgt
COM
112585104
5986
154160
SH
SOLE
142860
0
11300
Brookfield Infrastru Prtnrs LP
COM
g16252102
4312
109942
SH
SOLE
101667
0
8275
Brookfield Property Partners L
COM
G16249107
4422
221749
SH
SOLE
206449
0
15300
CME Group Inc Cl A
COM
167760107
392
5000
SH
SOLE
5000
0
0
CVS Caremark, Corp.
COM
126650100
1213
16951
SH
SOLE
16951
0
0
CapitalSource Inc.
COM
14055X102
665
46258
SH
SOLE
43258
0
3000
Cardinal Health
COM
14149Y108
251
3753
SH
SOLE
3753
0
0
Cenovus Energy, Inc.
COM
15135U109
281
9800
SH
SOLE
9350
0
450
Charles Schwab
COM
808513105
7595
292105
SH
SOLE
202105
0
90000
Chevron Corp.
COM
166751107
2612
20909
SH
SOLE
17909
0
3000
CitiGroup Inc.
COM
172967101
1308
25095
SH
SOLE
20685
0
4410
Coca Cola Co.
COM
191216100
979
23700
SH
SOLE
20700
0
3000
Colgate-Palmolive
COM
194162103
681
10450
SH
SOLE
10450
0
0
Comcast Cl A Special
COM
20030N200
3329
66744
SH
SOLE
62669
0
4075
Comcast Corp. Cl A
COM
20030N101
576
11075
SH
SOLE
10591
0
484
ConocoPhillips
COM
20825C104
1776
25137
SH
SOLE
25137
0
0
Crimson Wine Group
COM
22662X100
135
15228
SH
SOLE
14528
0
700
DirectTV
COM
25490A309
2005
29034
SH
SOLE
27136
0
1898
Discovery Commun Ser A
COM
25470F104
414
4581
SH
SOLE
4106
0
475
Discovery Commun Ser C
COM
25470F302
384
4581
SH
SOLE
4106
0
475
Duke Energy Corp.
COM
26441c105
359
5198
SH
SOLE
5198
0
0
Eastgroup Properties
COM
277276101
768
13250
SH
SOLE
13250
0
0
Enbridge Energy Management LLC
COM
29250X103
3864
134723
SH
SOLE
129501
0
5222
Enstar Group LTD
COM
G3075P101
825
5940
SH
SOLE
5640
0
300
Ethan Allen Interiors
COM
297602104
318
10468
SH
SOLE
10468
0
0
Exxon Mobil Corp
COM
30231G102
4601
45466
SH
SOLE
45466
0
0
First Nat'l of Nebraska, Inc.
COM
335720108
3279
610
SH
SOLE
510
0
100
General Electric
COM
369604103
4593
163855
SH
SOLE
151855
0
12000
HSBC Holdings PLC
COM
404280406
1500
27200
SH
SOLE
27200
0
0
Honeywell Intl.
COM
438506107
1371
15000
SH
SOLE
12000
0
3000
Hyster-Yale MH CL A
COM
449172105
1650
17710
SH
SOLE
17110
0
600
Intl Bus Machines
COM
459200101
537
2863
SH
SOLE
2863
0
0
JPMorgan Chase
COM
46625H100
886
15143
SH
SOLE
15143
0
0
Johnson & Johnson
COM
478160104
12987
141790
SH
SOLE
139290
0
2500
Kinder Morgan Energy Partners
COM
494550106
2799
34699
SH
SOLE
34243
0
456
Leucadia Natl Corp.
COM
527288104
3326
117343
SH
SOLE
110343
0
7000
Liberty Global Cl A
COM
530555101
2291
25741
SH
SOLE
24660
0
1081
Liberty Global Ser C
COM
530555309
3782
44849
SH
SOLE
42057
0
2792
Liberty Interactive Ser A
COM
53071M104
893
30432
SH
SOLE
28053
0
2379
Liberty Media Corp Ser A
COM
530322106
1221
8345
SH
SOLE
7705
0
640
Magellan Midstream Ptnrs LP
COM
559080106
10291
162646
SH
SOLE
156132
0
6514
Manulife Financial Corp.
COM
56501r106
237
12000
SH
SOLE
6000
0
6000
Markel Corp.
COM
570535104
405
698
SH
SOLE
538
0
160
Markwest Energy Ptnr LP
COM
570759100
2612
39500
SH
SOLE
34500
0
5000
Marriott Intl. Inc.
COM
571903202
740
15000
SH
SOLE
15000
0
0
Martin Marietta Mtrl
COM
573284106
524
5240
SH
SOLE
4940
0
300
McDonald's Corp.
COM
580135101
441
4550
SH
SOLE
4550
0
0
Merck & Co.
COM
589331107
6776
135376
SH
SOLE
135376
0
0
Microsoft Corp.
COM
594918104
1289
34454
SH
SOLE
34454
0
0
Mondelez Intl Inc.
COM
609207105
265
7500
SH
SOLE
7500
0
0
Montpelier Re Holdings LTD
COM
G62185106
1084
37240
SH
SOLE
35540
0
1700
Nacco Inds Inc. CL A
COM
652957910
612
9840
SH
SOLE
9540
0
300
National Aust Bank
COM
632525408
714
23000
SH
SOLE
23000
0
0
News Corp LTD Cl A
COM
65249B109
321
17793
SH
SOLE
17043
0
750
Nextera Energy, Inc.
COM
65339F101
358
4182
SH
SOLE
4182
0
0
Nuveen Govt Income Fund
COM
67090N109
129
12750
SH
SOLE
12750
0
0
Oneok Partners LP
COM
68268N103
4359
82800
SH
SOLE
72800
0
10000
PepsiCo Inc.
COM
713448108
311
3750
SH
SOLE
3750
0
0
Pfizer Inc.
COM
717081103
2763
90191
SH
SOLE
86491
0
3700
Phillips 66
COM
718546104
626
8121
SH
SOLE
8121
0
0
Plum Creek Timber
COM
729251108
442
9500
SH
SOLE
9500
0
0
Procter & Gamble Co
COM
742718109
374
4600
SH
SOLE
2650
0
1950
Rayonier Inc
COM
754907103
3882
92199
SH
SOLE
90849
0
1350
Royal Dutch Shell
COM
780259206
745
10452
SH
SOLE
10452
0
0
Schlumberger Ltd
COM
806857108
266
2950
SH
SOLE
2950
0
0
Shaw Communications
COM
82082k200
389
16000
SH
SOLE
0
0
16000
Spectra Energy Corp.
COM
847560109
670
18800
SH
SOLE
18800
0
0
St. Joe Co
COM
790148100
664
34600
SH
SOLE
28650
0
5950
Starz
COM
85571Q102
235
8039
SH
SOLE
7399
0
640
Suncor Energy Inc.
COM
867229106
315
9000
SH
SOLE
9000
0
0
TAL International Group
COM
874083108
1170
20400
SH
SOLE
19900
0
500
Texas Instruments
COM
882508104
2108
48000
SH
SOLE
48000
0
0
Time Warner Inc.
COM
887315109
297
4254
SH
SOLE
4254
0
0
Toronto-Dominion Bank
COM
891160509
411
4363
SH
SOLE
4363
0
0
Travelers Companies Inc.
COM
792860108
602
6650
SH
SOLE
6650
0
0
U S G Corp.
COM
903293405
2219
78200
SH
SOLE
67950
0
10250
U.S. Bancorp
COM
902973304
3173
78545
SH
SOLE
78545
0
0
Verizon Comm.
COM
92343V104
330
6706
SH
SOLE
6706
0
0
VistaPrint Limited
COM
G93762204
5111
89906
SH
SOLE
77906
0
12000
W.P. Carey Inc
COM
92930Y107
5055
82400
SH
SOLE
80325
0
2075
WPX Energy Inc.
COM
98212B103
582
28541
SH
SOLE
28541
0
0
Walt Disney Co.
COM
254687106
2789
36505
SH
SOLE
31705
0
4800
Waste Management, Inc.
COM
94106L109
525
11700
SH
SOLE
10700
0
1000
Wells Fargo & Co.
COM
949746101
4175
91964
SH
SOLE
83964
0
8000
Wells Fargo Adv Global Div Opp
COM
30024H101
87
12000
SH
SOLE
12000
0
0
White Mountains Insurance Grou
COM
G9618E107
536
889
SH
SOLE
839
0
50
Williams Companies
COM
969457100
363
9400
SH
SOLE
7900
0
1500
XL Group Plc.
COM
G98255105
232
7300
SH
SOLE
6800
0
500
Zimmer Holdings Inc.
COM
98956p102
462
4960
SH
SOLE
4960
0
0
iShares S&P US PFD Fund
COM
464288687
907
24625
SH
SOLE
23225
0
1400
Longleaf Partners Internationa
MUT
543069405
240
13396
SH
SOLE
13396
0
0
Putnam Global Healthcare Fund
MUT
746778109
379
6680
SH
SOLE
6680
0
0
T Rowe Price Gr Stk Fd
MUT
741479109
240
4571
SH
SOLE
4571
0
0