$171 Million is the total value of KARPAS STRATEGIES, LLC's 107 reported holdings in Q3 2013. The portfolio turnover from Q2 2013 to Q3 2013 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WPC | Sell | W.P. Carey Inc | $5,331,000 | -2.3% | 82,400 | -0.1% | 3.12% | -6.6% |
| VPRT | Sell | VistaPrint Limited | $5,088,000 | +3.8% | 89,906 | -9.4% | 2.98% | -0.7% |
| BRKB | Sell | Berkshire Hathaway Inc. Cl B | $3,259,000 | -0.3% | 28,714 | -1.7% | 1.91% | -4.7% |
| LUK | Sell | Leucadia Natl Corp. | $3,207,000 | +3.5% | 117,743 | -0.4% | 1.88% | -1.1% |
| Sell | Chevron Corp. | $2,539,000 | +2.0% | 20,899 | -0.7% | 1.49% | -2.5% | |
| HY | Sell | Hyster-Yale MH CL A | $1,675,000 | +35.5% | 18,680 | -5.1% | 0.98% | +29.6% |
| C | Sell | CitiGroup Inc. | $1,315,000 | -0.8% | 27,114 | -1.8% | 0.77% | -5.1% |
| MRH | Sell | Montpelier Re Holdings LTD | $970,000 | -3.6% | 37,240 | -7.5% | 0.57% | -7.8% |
| MLM | Sell | Martin Marietta Mtrl | $514,000 | -7.4% | 5,240 | -7.1% | 0.30% | -11.5% |
| NWSA | Sell | News Corp LTD Cl A | $308,000 | -88.6% | 19,168 | -76.9% | 0.18% | -89.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-11-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| JOHNSON & JOHNSON COM | 42 | Q3 2023 | 9.2% |
| SCHWAB CHARLES CORP COM | 42 | Q3 2023 | 5.8% |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 42 | Q3 2023 | 3.4% |
| WALT DISNEY CO COM | 42 | Q3 2023 | 3.8% |
| Texas Instruments | 42 | Q3 2023 | 3.4% |
| PFIZER INC COM | 42 | Q3 2023 | 2.6% |
| WELLS FARGO CO NEW COM | 42 | Q3 2023 | 2.6% |
| COMCAST CORP NEW CL A | 42 | Q3 2023 | 2.3% |
| EXXON MOBIL CORP COM | 42 | Q3 2023 | 2.5% |
| US BANCORP DEL COM NEW | 42 | Q3 2023 | 1.8% |
View KARPAS STRATEGIES, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-04-19 |
| 13F-HR | 2022-02-07 |
View KARPAS STRATEGIES, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.