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KARPAS STRATEGIES, LLC Last Quarter Change: USA Everything Else, Unchanged

KARPAS STRATEGIES, LLC quarter change: USA Everything Else, Unchanged

In partnership units, exchange-traded notes and anything else (listed in the US), from the quarter ended 2024-03-31 to 2024-06-30, KARPAS STRATEGIES, LLC opened 0 positions, added to 2, reduced 1, sold out of 0 and left 3 unchanged. The largest increase in value was BROOKFIELD RENEWABLE CORP CL A SUB VTG (+$244,971); the largest decrease was BERKSHIRE HATHAWAY INC DEL CL A (-$155,393).

  • BERKSHIRE HATHAWAY INC DEL CL A: Country of operation United States; Class Stock; Shares 2024-03-31 7; Shares 2024-06-30 7.
  • LIBERTY MEDIA CORP DEL COM LBTY SRM S C: Country of operation United States; Class Stock; Shares 2024-03-31 11,751; Shares 2024-06-30 11,751.
  • NATIONAL WESTN LIFE GROUP INC CL A: Country of operation United States; Class Stock; Shares 2024-03-31 927; Shares 2024-06-30 927.

Two Form 13F-HR filings compared (SEC CIK 1127544): 2024-03-31 (filed 2024-05-06) and 2024-06-30 (filed 2024-07-30). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2024-03-31Shares 2024-06-30Share changeValue 2024-03-31Value 2024-06-30Value change
BERKSHIRE HATHAWAY INC DEL CL A
CUSIP 084670108
United StatesStock770$4,441,080$4,285,687-$155,393
LIBERTY MEDIA CORP DEL COM LBTY SRM S C
CUSIP 531229789
United StatesStock11,75111,7510$349,122$260,402-$88,720
NATIONAL WESTN LIFE GROUP INC CL A
CUSIP 638517102
United StatesStock9279270$456,012$460,628+$4,616

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