0001127544-20-000004.txt : 20200422 0001127544-20-000004.hdr.sgml : 20200422 20200422133231 ACCESSION NUMBER: 0001127544-20-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200422 DATE AS OF CHANGE: 20200422 EFFECTIVENESS DATE: 20200422 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: 20807505 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 03-31-2020 03-31-2020 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 04-22-2020 0 114 184260 false
INFORMATION TABLE 2 inftable.xml AT&T Corp COM 00206R102 1824 62581 SH SOLE 62581 0 0 Abbott Labs COM 002824100 481 6100 SH SOLE 6100 0 0 Accenture Plc COM G1150G111 220 1350 SH SOLE 1350 0 0 AllianceBernstein Holdings LP COM 01881G106 288 15475 SH SOLE 15475 0 0 American Express COM 025816109 830 9700 SH SOLE 9700 0 0 American Natl Ins Co COM 028591105 976 11845 SH SOLE 11845 0 0 Annaly Capital Mgmt COM 035710409 1876 370100 SH SOLE 370100 0 0 Apollo Global Management Inc COM 03768E105 838 25000 SH SOLE 25000 0 0 Apple Inc COM 037833100 370 1455 SH SOLE 1455 0 0 BP Plc COM 055622104 428 17530 SH SOLE 17530 0 0 Bank of New York Mellon COM 064058100 819 24309 SH SOLE 24309 0 0 Berkshire Hathaway CL A COM 084670108 1360 5 SH SOLE 5 0 0 Berkshire Hathaway Cl B COM 084670702 5089 27834 SH SOLE 27834 0 0 Blackstone Mortgage Trust Inc. COM 09257W100 950 51000 SH SOLE 51000 0 0 Bristol-Myers Squibb COM 110122108 1788 32080 SH SOLE 32080 0 0 Brookfield Asset Management COM 112585104 13235 299107 SH SOLE 299107 0 0 Brookfield Infra Ptnrs COM G16252101 7625 211981 SH SOLE 211981 0 0 Brookfield Infrastructure Corp COM 11275Q107 826 23551 SH SOLE 23551 0 0 Brookfield Property Ptnrs LP COM G16249107 4060 503714 SH SOLE 503714 0 0 Brookfield Renewable Partners COM G16258108 5504 129525 SH SOLE 129525 0 0 CME Group Inc Cl A COM 12572Q105 865 5000 SH SOLE 5000 0 0 CVS Health COM 126650100 958 16148 SH SOLE 16148 0 0 CenturyLink Inc COM 156700106 6112 646100 SH SOLE 646100 0 0 Charles Schwab COM 808513105 6843 203545 SH SOLE 203545 0 0 Chevron Corp COM 166764100 1086 14994 SH SOLE 14994 0 0 Chubb Limited COM H1467J104 1740 15578 SH SOLE 15578 0 0 Cimpress NV COM N20146101 2912 54730 SH SOLE 54730 0 0 CitiGroup Inc COM 172967424 1622 38514 SH SOLE 38514 0 0 Coca-Cola Co COM 191216100 960 21700 SH SOLE 21700 0 0 Comcast Corp Cl A COM 20030N101 3583 104206 SH SOLE 104206 0 0 ConocoPhillips COM 20825C104 750 24352 SH SOLE 24352 0 0 Discovery Inc COM 25470F302 234 13359 SH SOLE 13359 0 0 Duke Energy Corp COM 26441C204 329 4068 SH SOLE 4068 0 0 Eastgroup Properties COM 277276101 909 8700 SH SOLE 8700 0 0 Enbridge Inc. COM 29250N105 2294 78865 SH SOLE 78865 0 0 Enstar Group Ltd COM G3075P101 823 5175 SH SOLE 5175 0 0 Exxon Mobil Corp COM 30231G102 1485 39110 SH SOLE 39110 0 0 First Natl of Nebraska Inc 1/1 COM 335720108 2403 2670 SH SOLE 2670 0 0 Fox Corp CL A COM 35137l105 521 22060 SH SOLE 22060 0 0 G C I Liberty Inc Cl A COM 36164V305 245 4305 SH SOLE 4305 0 0 General Electric COM 369604103 696 87616 SH SOLE 87616 0 0 HSBC Holdings Plc COM 404280406 762 27200 SH SOLE 27200 0 0 Hamilton Beach Brand CL A COM 40701T104 142 14940 SH SOLE 14940 0 0 Honeywell Intl COM 438516106 983 7350 SH SOLE 7350 0 0 Howard Hughes Corp COM 44267D107 490 9700 SH SOLE 9700 0 0 Hyster-Yale MH Inc COM 449172105 559 13945 SH SOLE 13945 0 0 IBM Corp COM 459200101 312 2815 SH SOLE 2815 0 0 JPMorgan Chase COM 46625H100 1387 15402 SH SOLE 15402 0 0 Jefferies Financial Group Inc COM 47233W109 1712 125244 SH SOLE 125244 0 0 Johnson & Johnson COM 478160104 16984 129520 SH SOLE 129520 0 0 Kinder Morgan Inc COM 49456B101 2251 161685 SH SOLE 161685 0 0 Liberty Broadband CL A COM 530307107 209 1949 SH SOLE 1949 0 0 Liberty Broadband CL C COM 530307305 573 5173 SH SOLE 5173 0 0 Liberty Global Cl A COM G5480U104 339 20557 SH SOLE 20557 0 0 Liberty Global Ser C COM G5480U120 3768 239854 SH SOLE 239854 0 0 Liberty Latin Amer COM G9001E128 187 18179 SH SOLE 18179 0 0 Liberty Sirius SER A COM 531229409 244 7702 SH SOLE 7702 0 0 Liberty Sirius SER C COM 531229607 501 15830 SH SOLE 15830 0 0 Lockheed Martin COM 539831099 267 789 SH SOLE 789 0 0 MPLX LP COM 55336V100 1884 162145 SH SOLE 162145 0 0 Magellan Midstream Ptnrs LP COM 559080106 6346 173902 SH SOLE 173902 0 0 Manulife Financial Corp COM 56501R106 150 12000 SH SOLE 12000 0 0 Markel Corp COM 570535104 648 698 SH SOLE 698 0 0 Marriott Intl Inc COM 571903202 374 5000 SH SOLE 5000 0 0 Martin Marietta Mtrl COM 573284106 651 3440 SH SOLE 3440 0 0 McDonald's Corp COM 580135101 525 3175 SH SOLE 3175 0 0 Merck & Co COM 58933Y105 10276 133553 SH SOLE 133553 0 0 Microsoft Corp COM 594918104 3778 23956 SH SOLE 23956 0 0 Mondelez Intl Inc COM 609207105 363 7250 SH SOLE 7250 0 0 Nacco Inds Inc COM 629579103 259 9240 SH SOLE 9240 0 0 National Aust Bank COM 632525408 235 46000 SH SOLE 46000 0 0 Nestle SA ADS COM 641069406 234 2275 SH SOLE 2275 0 0 New York Comnty Bancorp COM 649445103 260 27739 SH SOLE 27739 0 0 News Corp Ltd Cl A COM 65249B109 151 16793 SH SOLE 16793 0 0 Nextera Energy Inc COM 65339F101 1260 5238 SH SOLE 5238 0 0 Oneok Inc COM 682680103 1611 73859 SH SOLE 73859 0 0 PepsiCo Inc COM 713448108 454 3783 SH SOLE 3783 0 0 Pfizer Inc COM 717081103 3434 105202 SH SOLE 105202 0 0 Phillips 66 COM 718546104 415 7729 SH SOLE 7729 0 0 Procter & Gamble Co COM 742718109 730 6635 SH SOLE 6635 0 0 Rayonier Inc COM 754907103 2009 85324 SH SOLE 85324 0 0 Royal Dutch Shell COM 780259206 354 10152 SH SOLE 10152 0 0 Shaw Communications COM 82028K200 259 16000 SH SOLE 16000 0 0 Suncor Energy Inc COM 867224107 171 10800 SH SOLE 10800 0 0 Texas Instruments COM 882508104 4770 47735 SH SOLE 47735 0 0 Thermo Fisher Scientific Inc COM 883556102 298 1050 SH SOLE 1050 0 0 Toronto-Dominion Bank COM 891160509 212 5000 SH SOLE 5000 0 0 Travelers Companies COM 89417E109 282 2840 SH SOLE 2840 0 0 Triton Intl Ltd COM G9078F107 379 14650 SH SOLE 14650 0 0 UDR Inc COM 902653104 244 6681 SH SOLE 6681 0 0 US Bancorp COM 902973304 1923 55821 SH SOLE 55821 0 0 Verizon Comm COM 92343V104 388 7216 SH SOLE 7216 0 0 WP Carey Inc COM 92936U109 3585 61725 SH SOLE 61725 0 0 WPX Energy Inc COM 98212B103 66 21500 SH SOLE 21500 0 0 Wal-Mart Stores COM 931142103 236 2073 SH SOLE 2073 0 0 Walt Disney Co COM 254687106 5196 53791 SH SOLE 53791 0 0 Waste Management COM 94106L109 1045 11290 SH SOLE 11290 0 0 Wells Fargo & Co COM 949746101 2283 79560 SH SOLE 79560 0 0 Weyerhaeuser Co COM 962166104 298 17598 SH SOLE 17598 0 0 White Mountains Ins COM G9618E107 683 751 SH SOLE 751 0 0 Wyndham Hotels & Resorts COM 98311A105 277 8800 SH SOLE 8800 0 0 Zimmer Biomet Holdings COM 98956P102 501 4960 SH SOLE 4960 0 0 iShares US Pfd ETF COM 464288687 1095 34375 SH SOLE 34375 0 0 DFA Emerging Markets Core Equi MUT 233203421 324 20783 SH SOLE 20783 0 0 DFA International Core Equity MUT 233203371 1109 111224 SH SOLE 92692 0 18532 DFA International Sustainabili MUT 233203199 412 49884 SH SOLE 23161 0 26722 DFA International Value Portfo MUT 25434D203 486 40339 SH SOLE 40339 0 0 DFA US Core Equity Portfolio MUT 233203413 1696 86947 SH SOLE 40109 0 46837 DFA US High Relative Profitabi MUT 23320G133 242 20538 SH SOLE 0 0 20538 DFA US Sustainability Core MUT 233203215 256 13281 SH SOLE 6309 0 6971 Franklin Income Fund Class A MUT 353496490 35 18116 SH SOLE 18116 0 0 Longleaf Ptnrs International F MUT 543069405 138 11491 SH SOLE 11491 0 0 Putnam Global Healthcare Fund MUT 746778109 206 4109 SH SOLE 4109 0 0 Schwab S&P 500 Index Fd MUT 808509855 336 8462 SH SOLE 8462 0 0