0001127544-21-000007.txt : 20210728
0001127544-21-000007.hdr.sgml : 20210728
20210728142027
ACCESSION NUMBER: 0001127544-21-000007
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210630
FILED AS OF DATE: 20210728
DATE AS OF CHANGE: 20210728
EFFECTIVENESS DATE: 20210728
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: KARPAS STRATEGIES, LLC
CENTRAL INDEX KEY: 0001127544
IRS NUMBER: 134074234
STATE OF INCORPORATION: NY
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-06347
FILM NUMBER: 211121840
BUSINESS ADDRESS:
STREET 1: 33 WEST STREET, REAR
CITY: LITCHFIELD
STATE: CT
ZIP: 06759
BUSINESS PHONE: 2122237280
MAIL ADDRESS:
STREET 1: 49 EAST CHESTNUT HILL ROAD
CITY: LITCHFIELD
STATE: CT
ZIP: 06759
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
06-30-2021
06-30-2021
KARPAS STRATEGIES, LLC
49 EAST CHESTNUT HILL ROAD
LITCHFIELD
CT
06759
13F HOLDINGS REPORT
028-06347
N
Liz Faraj
Administrator
212-223-7280
Liz Faraj
Litchfield
CT
07-28-2021
0
116
281672
false
INFORMATION TABLE
2
inftable.xml
SEALED AIR CORP NEW COM
Stock
81211K100
231
3900
SH
SOLE
0
3900
0
0
SHAW COMMUNICATIONS INC CL B CONV
Stock
82028K200
463
16000
SH
SOLE
0
16000
0
0
JOHNSON & JOHNSON COM
Stock
478160104
21257
129035
SH
SOLE
0
129035
0
0
DISCOVERY INC COM SER C
Stock
25470F302
387
13359
SH
SOLE
0
13359
0
0
WASTE MGMT INC DEL COM
Stock
94106L109
1468
10475
SH
SOLE
0
10475
0
0
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN
Stock
01881G106
721
15475
SH
SOLE
0
15475
0
0
HCA HEALTHCARE INC COM
Stock
40412C101
393
1900
SH
SOLE
0
1900
0
0
ROYAL DUTCH SHELL PLC SPONS ADR A
ADR
780259206
358
8852
SH
SOLE
0
8852
0
0
LIBERTY MEDIA CORP DEL COM A SIRIUSXM
Stock
531229409
359
7702
SH
SOLE
0
7702
0
0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM
Stock
531229607
838
18074
SH
SOLE
0
18074
0
0
PROCTER AND GAMBLE CO COM
Stock
742718109
855
6335
SH
SOLE
0
6335
0
0
COCA COLA CO COM
Stock
191216100
1174
21700
SH
SOLE
0
21700
0
0
MARRIOTT INTL INC NEW CL A
Stock
571903202
273
2000
SH
SOLE
0
2000
0
0
CME GROUP INC COM
Stock
12572Q105
1063
5000
SH
SOLE
0
5000
0
0
BROOKFIELD BUSINESS PARTNERS L UNIT LTD L P
Stock
G16234109
202
4362
SH
SOLE
0
4362
0
0
MERCK & CO INC COM
Stock
58933Y105
10425
134053
SH
SOLE
0
134053
0
0
AMERICAN NATIONAL GROUP INC COM NEW
Stock
02772A109
1946
13102
SH
SOLE
0
13102
0
0
ANNALY CAPITAL MANAGEMENT INC COM
REIT
035710409
3606
406100
SH
SOLE
0
406099
0
0
BANK NEW YORK MELLON CORP COM
Stock
064058100
1204
23509
SH
SOLE
0
23509
0
0
VERIZON COMMUNICATIONS INC COM
Stock
92343V104
420
7488
SH
SOLE
0
7488
0
0
CHUBB LIMITED COM
Stock
H1467J104
2456
15453
SH
SOLE
0
15453
0
0
PEPSICO INC COM
Stock
713448108
561
3783
SH
SOLE
0
3783
0
0
HONEYWELL INTL INC COM
Stock
438516106
1119
5100
SH
SOLE
0
5100
0
0
US BANCORP DEL COM NEW
Stock
902973304
3180
55821
SH
SOLE
0
55821
0
0
BP PLC SPONSORED ADR
ADR
055622104
463
17530
SH
SOLE
0
17530
0
0
SUNCOR ENERGY INC NEW COM
Stock
867224107
216
9000
SH
SOLE
0
9000
0
0
LUMEN TECHNOLOGIES INC COM
Stock
550241103
9223
678650
SH
SOLE
0
678650
0
0
BERKSHIRE HATHAWAY INC DEL CL B NEW
Stock
084670702
7960
28643
SH
SOLE
0
28643
0
0
WEYERHAEUSER CO MTN BE COM NEW
REIT
962166104
606
17598
SH
SOLE
0
17598
0
0
COMCAST CORP NEW CL A
Stock
20030N101
6161
108045
SH
SOLE
0
108045
0
0
MICROSOFT CORP COM
Stock
594918104
4774
17623
SH
SOLE
0
17622
0
0
WYNDHAM HOTELS & RESORTS INC COM
Stock
98311A105
572
7914
SH
SOLE
0
7914
0
0
CVS HEALTH CORP COM
Stock
126650100
1347
16148
SH
SOLE
0
16148
0
0
JEFFERIES FINL GROUP INC COM
Stock
47233W109
3863
112953
SH
SOLE
0
112953
0
0
AMERIPRISE FINL INC COM
Stock
03076C106
279
1120
SH
SOLE
0
1120
0
0
ST JOE CO COM
Stock
790148100
234
5250
SH
SOLE
0
5250
0
0
BERKSHIRE HATHAWAY INC DEL CL A
Stock
084670108
2512
6
SH
SOLE
0
6
0
0
BOEING CO COM
Stock
097023105
244
1018
SH
SOLE
0
1018
0
0
NEXTERA ENERGY INC COM
Stock
65339F101
1489
20324
SH
SOLE
0
20324
0
0
HYATT HOTELS CORP COM CL A
Stock
448579102
203
2620
SH
SOLE
0
2620
0
0
EASTGROUP PPTYS INC COM
REIT
277276101
1431
8700
SH
SOLE
0
8700
0
0
BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT
Stock
G16258108
7254
188085
SH
SOLE
0
188085
0
0
UDR INC COM
REIT
902653104
317
6481
SH
SOLE
0
6481
0
0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH
Stock
112585104
23447
459920
SH
SOLE
0
459920
0
0
FOX CORP CL A COM
Stock
35137L105
210
5653
SH
SOLE
0
5653
0
0
HOWARD HUGHES CORP COM
Stock
44267D107
1084
11126
SH
SOLE
0
11126
0
0
GENERAL MTRS CO COM
Stock
37045V100
2067
34934
SH
SOLE
0
34934
0
0
APOLLO GLOBAL MGMT INC COM CL A
Stock
03768E105
1555
25000
SH
SOLE
0
25000
0
0
DUKE ENERGY CORP NEW COM NEW
Stock
26441C204
402
4068
SH
SOLE
0
4068
0
0
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A
Stock
11275Q107
1832
24298
SH
SOLE
0
24298
0
0
TRAVEL PLUS LEISURE CO COM
Stock
894164102
471
7926
SH
SOLE
0
7926
0
0
BROOKFIELD RENEWABLE CORP CL A SUB VTG
Stock
11284V105
1995
47566
SH
SOLE
0
47566
0
0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP
Stock
559080106
8630
176452
SH
SOLE
0
176452
0
0
VIATRIS INC COM
Stock
92556V106
165
11535
SH
SOLE
0
11535
0
0
XYLEM INC COM
Stock
98419M100
308
2568
SH
SOLE
0
2568
0
0
ORGANON & CO COMMON STOCK
Stock
68622V106
406
13403
SH
SOLE
0
13403
0
0
PHILLIPS 66 COM
Stock
718546104
623
7262
SH
SOLE
0
7262
0
0
MONDELEZ INTL INC CL A
Stock
609207105
453
7250
SH
SOLE
0
7250
0
0
HYSTER YALE MATLS HANDLING INC CL A
Stock
449172105
981
13445
SH
SOLE
0
13445
0
0
WP CAREY INC COM
REIT
92936U109
4315
57825
SH
SOLE
0
57825
0
0
MPLX LP COM UNIT REP LTD
Stock
55336V100
4540
153328
SH
SOLE
0
153328
0
0
MARTIN MARIETTA MATLS INC COM
Stock
573284106
1210
3440
SH
SOLE
0
3440
0
0
HSBC HLDGS PLC SPON ADR NEW
ADR
404280406
785
27200
SH
SOLE
0
27200
0
0
NEW YORK CMNTY BANCORP INC COM
Stock
649445103
306
27803
SH
SOLE
0
27802
0
0
KINDER MORGAN INC DEL COM
Stock
49456B101
2693
147725
SH
SOLE
0
147725
0
0
WHITE MTNS INS GROUP LTD COM
Stock
G9618E107
862
751
SH
SOLE
0
751
0
0
ACCENTURE PLC IRELAND SHS CLASS A
Stock
G1151C101
398
1350
SH
SOLE
0
1350
0
0
ENBRIDGE INC COM
Stock
29250N105
2999
74903
SH
SOLE
0
74903
0
0
ABBVIE INC COM
Stock
00287Y109
268
2375
SH
SOLE
0
2375
0
0
MANULIFE FINL CORP COM
Stock
56501R106
236
12000
SH
SOLE
0
12000
0
0
LIBERTY GLOBAL PLC SHS CL A
Stock
G5480U104
558
20557
SH
SOLE
0
20557
0
0
BROOKFIELD PROPERTY PARTRS LP UNIT LTD PARTN
Stock
G16249107
9809
517611
SH
SOLE
0
517611
0
0
ZIMMER BIOMET HOLDINGS INC COM
Stock
98956P102
798
4960
SH
SOLE
0
4960
0
0
BLACKSTONE MTG TR INC COM CL A
REIT
09257W100
1799
56400
SH
SOLE
0
56400
0
0
GENERAL DYNAMICS CORP COM
Stock
369550108
231
1225
SH
SOLE
0
1225
0
0
MCDONALDS CORP COM
Stock
580135101
676
2925
SH
SOLE
0
2925
0
0
LIBERTY GLOBAL PLC SHS CL C
Stock
G5480U120
6808
251759
SH
SOLE
0
251759
0
0
NEWS CORP NEW CL A
Stock
65249B109
365
14168
SH
SOLE
0
14168
0
0
AT&T INC COM
Stock
00206R102
1812
62968
SH
SOLE
0
62968
0
0
GENERAL ELECTRIC CO COM
Stock
369604103
1171
87016
SH
SOLE
0
87016
0
0
ONEOK INC NEW COM
Stock
682680103
3871
69570
SH
SOLE
0
69570
0
0
WELLS FARGO CO NEW COM
Stock
949746101
3142
69366
SH
SOLE
0
69365
0
0
ISHARES PREFERRED AND INCOME SECURITIES ETF
ETF
464288687
1244
31625
SH
SOLE
0
31625
0
0
THERMO FISHER SCIENTIFIC INC COM
Stock
883556102
530
1050
SH
SOLE
0
1050
0
0
LOCKHEED MARTIN CORP COM
Stock
539830109
276
729
SH
SOLE
0
729
0
0
JPMORGAN CHASE & CO COM
Stock
46625H100
2352
15121
SH
SOLE
0
15121
0
0
HARTFORD FINL SVCS GROUP INC COM
Stock
416515104
310
5000
SH
SOLE
0
5000
0
0
CHEVRON CORP NEW COM
Stock
166764100
1556
14857
SH
SOLE
0
14857
0
0
CONOCOPHILLIPS COM
Stock
20825C104
1402
23017
SH
SOLE
0
23017
0
0
MARKEL CORP COM
Stock
570535104
828
698
SH
SOLE
0
698
0
0
WALMART INC COM
Stock
931142103
292
2073
SH
SOLE
0
2073
0
0
INTERNATIONAL BUSINESS MACHS COM
Stock
459200101
413
2815
SH
SOLE
0
2815
0
0
TEXAS INSTRS INC COM
Stock
882508104
9179
47735
SH
SOLE
0
47735
0
0
PFIZER INC COM
Stock
717081103
4913
125448
SH
SOLE
0
125448
0
0
MORGAN STANLEY COM NEW
Stock
617446448
213
2320
SH
SOLE
0
2320
0
0
AMERICAN EXPRESS CO COM
Stock
025816109
1314
7950
SH
SOLE
0
7950
0
0
ENSTAR GROUP LIMITED SHS
Stock
G3075P101
1223
5118
SH
SOLE
0
5118
0
0
BROOKFIELD INFRAST PARTNERS LP LP INT UNIT
Stock
G16252101
11487
206781
SH
SOLE
0
206781
0
0
LIBERTY BROADBAND CORP COM SER A
Stock
530307107
328
1949
SH
SOLE
0
1949
0
0
LIBERTY BROADBAND CORP COM SER C
Stock
530307305
1330
7658
SH
SOLE
0
7658
0
0
CIMPRESS PLC SHS EURO
Stock
G2143T103
5554
51230
SH
SOLE
0
51230
0
0
BRISTOL-MYERS SQUIBB CO COM
Stock
110122108
2192
32800
SH
SOLE
0
32800
0
0
CITIGROUP INC COM NEW
Stock
172967424
3115
44027
SH
SOLE
0
44026
0
0
EXXON MOBIL CORP COM
Stock
30231G102
2420
38366
SH
SOLE
0
38366
0
0
TRAVELERS COMPANIES INC COM
Stock
89417E109
425
2840
SH
SOLE
0
2840
0
0
DEERE & CO COM
Stock
244199105
459
1300
SH
SOLE
0
1300
0
0
TRITON INTL LTD CL A
Stock
G9078F107
767
14650
SH
SOLE
0
14650
0
0
DEVON ENERGY CORP NEW COM
Stock
25179M103
261
8927
SH
SOLE
0
8927
0
0
RAYONIER INC COM
REIT
754907103
3045
84754
SH
SOLE
0
84754
0
0
LIBERTY LATIN AMERICA LTD COM CL C
Stock
G9001E128
540
38327
SH
SOLE
0
38327
0
0
PAYPAL HLDGS INC COM
Stock
70450Y103
364
1250
SH
SOLE
0
1250
0
0
SCHWAB CHARLES CORP COM
Stock
808513105
13914
191095
SH
SOLE
0
191095
0
0
TORONTO DOMINION BK ONT COM NEW
Stock
891160509
350
5000
SH
SOLE
0
5000
0
0
APPLE INC COM
Stock
037833100
562
4100
SH
SOLE
0
4100
0
0
ABBOTT LABS COM
Stock
002824100
707
6100
SH
SOLE
0
6100
0
0
DISNEY WALT CO COM
Stock
254687106
9424
53615
SH
SOLE
0
53615
0
0