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