KARPAS STRATEGIES, LLC recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
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As of the latest 13F report, the guru’s equity portfolio contained 117 stocks valued at a total of $285.00Mil. The top holdings were JNJ(8.32%), BN(7.89%), and SCHW(5.39%).
According to GuruFocus data, these were KARPAS STRATEGIES, LLC’s top five trades of the quarter.
Brookfield Asset Management Ltd
The guru established a new position worth 265,863 shares in NYSE:BAM, giving the stock a 2.68% weight in the equity portfolio. Shares traded for an average price of $30.09 during the quarter.
On 02/07/2023, Brookfield Asset Management Ltd traded for a price of $33.96 per share and a market cap of $14.04Bil. The stock has returned 0.00% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 1 out of 10.
In terms of valuation, Brookfield Asset Management Ltd has a price-earnings ratio of 34.62, a price-book ratio of 2.07, a EV-to-Ebitda ratio of 13.47 and a price-sales ratio of 16.36.
General Motors Co
KARPAS STRATEGIES, LLC reduced their investment in NYSE:GM by 76,885 shares. The trade had a 0.93% impact on the equity portfolio. During the quarter, the stock traded for an average price of $36.96.
On 02/07/2023, General Motors Co traded for a price of $41.4 per share and a market cap of $57.92Bil. The stock has returned -17.99% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 7 out of 10.
In terms of valuation, General Motors Co has a price-earnings ratio of 6.74, a price-book ratio of 0.86, a price-earnings-to-growth (PEG) ratio of 11.23, a EV-to-Ebitda ratio of 5.95 and a price-sales ratio of 0.38.
The price-to-GF Value ratio is 0.84, earning the stock a GF Value rank of 7.
Blackstone Secured Lending Fund
The guru established a new position worth 113,852 shares in NYSE:BXSL, giving the stock a 0.89% weight in the equity portfolio. Shares traded for an average price of $23.43 during the quarter.
On 02/07/2023, Blackstone Secured Lending Fund traded for a price of $24.63 per share and a market cap of $3.94Bil. The stock has returned -6.50% over the past year.
GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 4 out of 10.
In terms of valuation, Blackstone Secured Lending Fund has a price-earnings ratio of 10.26, a price-book ratio of 0.96 and a price-sales ratio of 10.68.
Lumen Technologies Inc
KARPAS STRATEGIES, LLC reduced their investment in NYSE:LUMN by 47,806 shares. The trade had a 0.13% impact on the equity portfolio. During the quarter, the stock traded for an average price of $6.15.
On 02/07/2023, Lumen Technologies Inc traded for a price of $4.99 per share and a market cap of $5.25Bil. The stock has returned -54.15% over the past year.
GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 6 out of 10.
In terms of valuation, Lumen Technologies Inc has a price-earnings ratio of 2.50, a price-book ratio of 0.41, a EV-to-Ebitda ratio of 4.02 and a price-sales ratio of 0.28.
The price-to-GF Value ratio is 0.48, earning the stock a GF Value rank of 4.
iShares U.S. Preferred Stock
KARPAS STRATEGIES, LLC reduced their investment in NAS:PFF by 10,395 shares. The trade had a 0.13% impact on the equity portfolio. During the quarter, the stock traded for an average price of $30.77.
On 02/07/2023, iShares U.S. Preferred Stock traded for a price of $33.11 per share and a market cap of $14.02Bil. The stock has returned -5.16% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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