$208 Million is the total value of KARPAS STRATEGIES, LLC's 123 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CMPR | New | Cimpress NV | $6,729,000 | – | 89,906 | +100.0% | 3.23% | – |
| KMI | New | Kinder Morgan Inc | $3,850,000 | – | 91,004 | +100.0% | 1.85% | – |
| LVNTA | New | Liberty Interactive CP Aser A | $276,000 | – | 7,308 | +100.0% | 0.13% | – |
| SEE | New | Sealed Air Corp | $214,000 | – | 5,050 | +100.0% | 0.10% | – |
| VVC | New | Vectren Corp | $213,000 | – | 4,600 | +100.0% | 0.10% | – |
| New | Lockheed Martin | $210,000 | – | 1,089 | +100.0% | 0.10% | – | |
| HIG | New | Hartford Finl Svcs Group | $208,000 | – | 5,000 | +100.0% | 0.10% | – |
| LBRDK | New | Liberty Broadband CL C | $207,000 | – | 4,161 | +100.0% | 0.10% | – |
| AMP | New | Ameriprise Financial | $201,000 | – | 1,520 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-02-04
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.