0001127544-14-000006.txt : 20140730
0001127544-14-000006.hdr.sgml : 20140730
20140730155622
ACCESSION NUMBER: 0001127544-14-000006
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20140630
FILED AS OF DATE: 20140730
DATE AS OF CHANGE: 20140730
EFFECTIVENESS DATE: 20140730
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: 141002806
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
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0001127544
XXXXXXXX
06-30-2014
06-30-2014
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
07-30-2014
0
119
199723
false
INFORMATION TABLE
2
inftable.xml
21st Century Fox A
COM
90130A101
2903
82584
SH
SOLE
80584
0
2000
A T & T Corp
COM
00206R102
214
6043
SH
SOLE
6043
0
0
Abbott Labs
COM
002824100
249
6100
SH
SOLE
6100
0
0
Ace Limited
COM
H0023R105
1832
17665
SH
SOLE
17665
0
0
AllianceBernstein Holdings LP
COM
01881G106
400
15475
SH
SOLE
15475
0
0
American Express
COM
025816109
1575
16600
SH
SOLE
16600
0
0
American Natl Ins Co
COM
028591105
967
8467
SH
SOLE
8017
0
450
Annaly MTG Management REIT
COM
035710409
278
24279
SH
SOLE
24279
0
0
Apollo Investment Corp.
COM
03761U106
192
22285
SH
SOLE
22285
0
0
BP PLC
COM
055622104
946
17940
SH
SOLE
17940
0
0
Bank of New York Mellon
COM
064058100
1151
30709
SH
SOLE
25049
0
5660
Berkshire Hathaway CL A
COM
084670108
760
4
SH
SOLE
4
0
0
Berkshire Hathaway Cl B
COM
084670702
3634
28714
SH
SOLE
27606
0
1108
Bristol-Myers Squibb
COM
110122108
1533
31600
SH
SOLE
31600
0
0
Brookfield Asset Mgt
COM
112585104
7049
160135
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SOLE
151835
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8300
Brookfield Infrastru Prtnrs LP
COM
G16252101
4545
108942
SH
SOLE
101417
0
7525
Brookfield Property Partners L
COM
G16249107
5037
241369
SH
SOLE
226469
0
14900
CME Group Inc Cl A
COM
12572Q105
355
5000
SH
SOLE
5000
0
0
CVS Caremark, Corp.
COM
126650100
1278
16951
SH
SOLE
16951
0
0
Cardinal Health
COM
14149Y108
257
3753
SH
SOLE
3753
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0
Cenovus Energy, Inc.
COM
15135U109
317
9800
SH
SOLE
9350
0
450
Charles Schwab
COM
808513105
7866
292105
SH
SOLE
202105
0
90000
Chevron Corp.
COM
166764100
2602
19931
SH
SOLE
16931
0
3000
CitiGroup Inc.
COM
172967424
1407
29876
SH
SOLE
25566
0
4310
Coca Cola Co.
COM
191216100
1004
23700
SH
SOLE
20700
0
3000
Colgate-Palmolive
COM
194162103
682
10000
SH
SOLE
10000
0
0
Comcast Cl A Special
COM
20030N200
3507
65752
SH
SOLE
63677
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2075
Comcast Corp. Cl A
COM
20030N101
595
11082
SH
SOLE
10598
0
484
ConocoPhillips
COM
20825C104
2155
25137
SH
SOLE
25137
0
0
Crimson Wine Group
COM
22662X100
137
15098
SH
SOLE
14398
0
700
DirectTV
COM
25490A309
2570
30234
SH
SOLE
28623
0
1611
Discovery Commun Ser A
COM
25470F104
363
4881
SH
SOLE
4478
0
403
Discovery Commun Ser C
COM
25470F302
354
4881
SH
SOLE
4478
0
403
Duke Energy Corp.
COM
26441C204
450
6068
SH
SOLE
6068
0
0
Eastgroup Properties
COM
277276101
851
13250
SH
SOLE
13250
0
0
Enbridge Energy Management LLC
COM
29250X103
4932
139907
SH
SOLE
138365
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1542
Enstar Group LTD
COM
G3075P101
910
6040
SH
SOLE
5740
0
300
Ethan Allen Interiors
COM
297602104
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10468
SH
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10468
0
0
Exxon Mobil Corp
COM
30231G102
4351
43216
SH
SOLE
43216
0
0
First Nat'l of Nebraska, Inc.
COM
335720108
3691
610
SH
SOLE
510
0
100
Forest City Ent. CL A
COM
345550107
214
10750
SH
SOLE
9150
0
1600
General Electric
COM
369604103
4298
163555
SH
SOLE
152555
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HSBC Holdings PLC
COM
404280406
1382
27200
SH
SOLE
27200
0
0
Honeywell Intl.
COM
438516106
1394
15000
SH
SOLE
12000
0
3000
Hyster-Yale MH CL A
COM
449172105
1552
17525
SH
SOLE
16925
0
600
Intl Bus Machines
COM
459200101
519
2863
SH
SOLE
2863
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JPMorgan Chase
COM
46625H100
874
15177
SH
SOLE
15177
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0
Johnson & Johnson
COM
478160104
14834
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SH
SOLE
139290
0
2500
Kinder Morgan Energy Partners
COM
494550106
2834
34471
SH
SOLE
34015
0
456
Leucadia Natl Corp.
COM
527288104
3077
117343
SH
SOLE
110343
0
7000
Liberty Global Cl A
COM
G5480U104
1138
25741
SH
SOLE
25257
0
484
Liberty Global Ser C
COM
G5480U120
4884
115439
SH
SOLE
111387
0
4052
Liberty Interactive CP Aser A
COM
53071M880
222
3002
SH
SOLE
2802
0
200
Liberty Interactive Ser A
COM
53071M104
893
30432
SH
SOLE
28417
0
2015
Liberty Media Corp Ser A
COM
531229102
1141
8345
SH
SOLE
7801
0
544
Magellan Midstream Ptnrs LP
COM
559080106
13669
162646
SH
SOLE
156132
0
6514
Manulife Financial Corp.
COM
56501R106
238
12000
SH
SOLE
6000
0
6000
Markel Corp.
COM
570535104
458
698
SH
SOLE
698
0
0
Markwest Energy Ptnr LP
COM
570759100
2810
39250
SH
SOLE
34250
0
5000
Marriott Intl. Inc.
COM
571903202
962
15000
SH
SOLE
15000
0
0
Martin Marietta Mtrl
COM
573284106
626
4740
SH
SOLE
4440
0
300
McDonald's Corp.
COM
580135101
458
4550
SH
SOLE
4550
0
0
Merck & Co.
COM
58933Y105
8064
139388
SH
SOLE
139388
0
0
Microsoft Corp.
COM
594918104
1440
34521
SH
SOLE
34521
0
0
Mondelez Intl Inc.
COM
609207105
282
7500
SH
SOLE
7500
0
0
Montpelier Re Holdings LTD
COM
G62185106
1190
37240
SH
SOLE
35540
0
1700
Nacco Inds Inc. CL A
COM
629579103
498
9840
SH
SOLE
9540
0
300
National Aust Bank
COM
632525408
712
46000
SH
SOLE
46000
0
0
National Fuel Gas Co.
COM
636180101
219
2800
SH
SOLE
2800
0
0
New York Comnty Bancorp
COM
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249
15551
SH
SOLE
15551
0
0
News Corp LTD Cl A
COM
65249B109
319
17793
SH
SOLE
17293
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500
Nextera Energy, Inc.
COM
65339F101
429
4182
SH
SOLE
4182
0
0
Nuveen Govt Income Fund
COM
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143
12750
SH
SOLE
12750
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Oneok Partners LP
COM
68268N103
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82800
SH
SOLE
72800
0
10000
PacWest Bancorp
COM
695263103
505
11690
SH
SOLE
10840
0
850
PepsiCo Inc.
COM
713448108
335
3750
SH
SOLE
3750
0
0
Pfizer Inc.
COM
717081103
2666
89841
SH
SOLE
87491
0
2350
Phillips 66
COM
718546104
653
8121
SH
SOLE
8121
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Plum Creek Timber
COM
729251108
406
9000
SH
SOLE
9000
0
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Portugal Telecm Spn
COM
737273102
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15000
SH
SOLE
15000
0
0
Procter & Gamble Co
COM
742718109
496
6307
SH
SOLE
4357
0
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Rayonier Advanced Mtl. Inc.
COM
75508B104
1191
30733
SH
SOLE
30733
0
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Rayonier Inc. REIT
COM
754907103
3278
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SH
SOLE
92199
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Royal Dutch Shell
COM
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10452
SH
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10452
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Schlumberger Ltd
COM
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348
2950
SH
SOLE
2950
0
0
Shaw Communications
COM
82028K200
411
16000
SH
SOLE
0
0
16000
Spectra Energy Corp.
COM
847560109
671
15800
SH
SOLE
15800
0
0
St. Joe Co
COM
790148100
959
37725
SH
SOLE
31775
0
5950
Starz
COM
85571Q102
238
7987
SH
SOLE
7443
0
544
Suncor Energy Inc.
COM
867224107
469
11000
SH
SOLE
11000
0
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TAL International Group
COM
874083108
905
20400
SH
SOLE
19900
0
500
Texas Instruments
COM
882508104
2294
48000
SH
SOLE
48000
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Time Warner Inc.
COM
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299
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SH
SOLE
4254
0
0
Toronto-Dominion Bank
COM
891160509
449
8726
SH
SOLE
8726
0
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Travelers Companies Inc.
COM
89417E109
626
6650
SH
SOLE
6650
0
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U.S. Bancorp
COM
902973304
3403
78545
SH
SOLE
78545
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UDR, Inc.
COM
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USG Corp.
COM
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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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WPX Energy Inc.
COM
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28541
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Walt Disney Co.
COM
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Waste Management, Inc.
COM
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Wells Fargo & Co.
COM
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Wells Fargo Adv Global Div Opp
COM
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White Mountains Ins
COM
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SOLE
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Williams Companies
COM
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547
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SOLE
9400
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Wyndham Worldwide Corp.
COM
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SH
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12900
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XL Group Plc.
COM
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SOLE
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Zimmer Holdings Inc.
COM
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SOLE
4960
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COM
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24625
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Dodge & Cox Intl Stock Fund
MUT
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SOLE
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Longleaf Partners Internationa
MUT
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SOLE
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Oakmark Fund
MUT
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Putnam Global Healthcare Fund
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SOLE
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MUT
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