# EDGAR Filing Document

**Accession Number:** 0001662241
**File Stem:** 0001062993-23-007828
**Filing Date:** 2023-3
**Character Count:** 10423
**Document Hash:** 1e3f7196d29ed8857f10856ecca40820
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001062993-23-007828.hdr.sgml**: 20230327

**ACCESSION NUMBER**: 0001062993-23-007828

**CONFORMED SUBMISSION TYPE**: 4

**PUBLIC DOCUMENT COUNT**: 1

**CONFORMED PERIOD OF REPORT**: 20230323

**FILED AS OF DATE**: 20230327

**DATE AS OF CHANGE**: 20230327

**REPORTING-OWNER**: 

**OWNER DATA:**
- **COMPANY CONFORMED NAME:** Willow Grove Holdings LP
- **CENTRAL INDEX KEY:** 0001662239
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 4
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-11255
- **FILM NUMBER:** 23765931

**BUSINESS ADDRESS:**
- **STREET 1:** 1250 E. MISSOURI AVE
- **CITY:** PHOENIX
- **STATE:** AZ
- **ZIP:** 85014
- **BUSINESS PHONE:** 602-248-0525

**MAIL ADDRESS:**
- **STREET 1:** 1250 E. MISSOURI AVE
- **CITY:** PHOENIX
- **STATE:** AZ
- **ZIP:** 85014
**REPORTING-OWNER**: 

**OWNER DATA:**
- **COMPANY CONFORMED NAME:** Clarendon Strategies, LLC
- **CENTRAL INDEX KEY:** 0001954801
- **STATE OF INCORPORATION:** AZ

**FILING VALUES:**
- **FORM TYPE:** 4
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-11255
- **FILM NUMBER:** 23765929

**BUSINESS ADDRESS:**
- **STREET 1:** 207 EAST CLARENDON AVENUE
- **CITY:** PHOENIX
- **STATE:** AZ
- **ZIP:** 85012
- **BUSINESS PHONE:** 602-248-0525

**MAIL ADDRESS:**
- **STREET 1:** 207 EAST CLARENDON AVENUE
- **CITY:** PHOENIX
- **STATE:** AZ
- **ZIP:** 85012
**REPORTING-OWNER**: 

**OWNER DATA:**
- **COMPANY CONFORMED NAME:** Foster Road LLC
- **CENTRAL INDEX KEY:** 0001662241
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 4
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-11255
- **FILM NUMBER:** 23765930

**BUSINESS ADDRESS:**
- **STREET 1:** 1250 E. MISSOURI AVE
- **CITY:** PHOENIX
- **STATE:** AZ
- **ZIP:** 85014
- **BUSINESS PHONE:** 602-248-0525

**MAIL ADDRESS:**
- **STREET 1:** 1250 E. MISSOURI AVE
- **CITY:** PHOENIX
- **STATE:** AZ
- **ZIP:** 85014
**ISSUER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** U-Haul Holding Co /NV/
- **CENTRAL INDEX KEY:** 0000004457
- **STANDARD INDUSTRIAL CLASSIFICATION:** SERVICES-AUTO RENTAL & LEASING (NO DRIVERS) [7510]
- **IRS NUMBER:** 880106815
- **STATE OF INCORPORATION:** NV
- **FISCAL YEAR END:** 0331

**BUSINESS ADDRESS:**
- **STREET 1:** 5555 KIETZKE LANE STE 100
- **CITY:** RENO
- **STATE:** NV
- **ZIP:** 89511
- **BUSINESS PHONE:** 7756886300

**MAIL ADDRESS:**
- **STREET 1:** 5555 KIETZKE LANE
- **STREET 2:** SUITE 100
- **CITY:** RENO
- **STATE:** NV
- **ZIP:** 89511

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** AMERCO /NV/
- **DATE OF NAME CHANGE:** 19920703

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** AMERCO
- **DATE OF NAME CHANGE:** 19770926

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM 4

### STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

[ ] Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

[ ] Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

---

| | | |
|:---|:---|:---|
| **1. Name and Address of Reporting Person**<sup>*</sup><br>Willow Grove Holdings LP<br><sub>(Last) (First) (Middle)</sub><br>207 E CLARENDON AVE<br><sub>(Street)</sub><br>PHOENIX, AZ 85012<br><sub>(City) (State) (Zip)</sub> | **3. Date of Earliest Transaction (Month/Day/Year)**<br>2023-03-23 | **5. Relationship of Reporting Person(s) to Issuer**<br>(Check all applicable)<br>[ ] Director [X] 10% Owner<br>[ ] Officer (give title below) [ ] Other (specify below)<br>_ _ |
| **2. Issuer Name and Ticker or Trading Symbol**<br>U-Haul Holding Co /NV/ [ UHAL UHALB ] | **4. If Amendment, Date of Original Filed (Month/Day/Year)**<br>  | **6. Individual or Joint/Group Filing (Check Applicable Line)**<br>[ ] Form filed by One Reporting Person<br>[X] Form filed by More than One Reporting Person |

---

---

| | | |
|:---|:---|:---|
| **1. Name and Address of Reporting Person**<sup>*</sup><br>Foster Road LLC<br><sub>(Last) (First) (Middle)</sub><br>207 E CLARENDON AVE<br><sub>(Street)</sub><br>PHOENIX, AZ 85012<br><sub>(City) (State) (Zip)</sub> | **3. Date of Earliest Transaction (Month/Day/Year)**<br>2023-03-23 | **5. Relationship of Reporting Person(s) to Issuer**<br>(Check all applicable)<br>[ ] Director [X] 10% Owner<br>[ ] Officer (give title below) [ ] Other (specify below)<br>_ _ |
| **2. Issuer Name and Ticker or Trading Symbol**<br>U-Haul Holding Co /NV/ [ UHAL UHALB ] | **4. If Amendment, Date of Original Filed (Month/Day/Year)**<br>  | **6. Individual or Joint/Group Filing (Check Applicable Line)**<br>[ ] Form filed by One Reporting Person<br>[X] Form filed by More than One Reporting Person |

---

---

| | | |
|:---|:---|:---|
| **1. Name and Address of Reporting Person**<sup>*</sup><br>Clarendon Strategies, LLC<br><sub>(Last) (First) (Middle)</sub><br>207 E CLARENDON AVE<br><sub>(Street)</sub><br>PHOENIX, AZ 85012<br><sub>(City) (State) (Zip)</sub> | **3. Date of Earliest Transaction (Month/Day/Year)**<br>2023-03-23 | **5. Relationship of Reporting Person(s) to Issuer**<br>(Check all applicable)<br>[ ] Director [X] 10% Owner<br>[ ] Officer (give title below) [ ] Other (specify below)<br>_ _ |
| **2. Issuer Name and Ticker or Trading Symbol**<br>U-Haul Holding Co /NV/ [ UHAL UHALB ] | **4. If Amendment, Date of Original Filed (Month/Day/Year)**<br>  | **6. Individual or Joint/Group Filing (Check Applicable Line)**<br>[ ] Form filed by One Reporting Person<br>[X] Form filed by More than One Reporting Person |

---

## Table I - Non-Derivative Securities

---

|  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| 1. Title of Security | 2. Transaction Date | 2A. Deemed Execution Date | 3. Transaction Code (V) | 3. Transaction Code (V) | 4. Securities Acquired (A) or Disposed of (D) | 4. Securities Acquired (A) or Disposed of (D) | 4. Securities Acquired (A) or Disposed of (D) | 5. Amount of Securities Beneficially Owned | 6. Ownership Form | 7. Nature of Indirect Beneficial Ownership |
| 1. Title of Security | 2. Transaction Date | 2A. Deemed Execution Date | Code | V | Amount | (A) or (D) | Price | 5. Amount of Securities Beneficially Owned | 6. Ownership Form | 7. Nature of Indirect Beneficial Ownership |
| Common Stock | 2023-03-23 |  | P |  | 24900 | A | 56.4141<sup>(1)</sup> | 24900 | I<sup>(2)</sup> | SAC Holding Corporation |
| Common Stock |  |  |  |  |  |  |  | 1324000 | I<sup>(2)</sup> | Clarendon Strategies, LLC |
| Common Stock |  |  |  |  |  |  |  | 880127 | I<sup>(2)</sup> | Blackwater Investments, Inc. |
| Common Stock |  |  |  |  |  |  |  | 7562884 | D |  |
| Series N Common Stock |  |  |  |  |  |  |  | 7921143 | I<sup>(2)</sup> | Blackwater Investments, Inc. |
| Series N Common Stock |  |  |  |  |  |  |  | 68065956 | D |  |

---

## Table II - Derivative Securities

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| 1. Title of Derivative Security | 2. Conversion or Exercise Price | 3. Transaction Date | 3A. Deemed Execution Date | 4. Transaction Code (V) | 4. Transaction Code (V) | 5. Number of Derivative Securities Acquired (A) or Disposed of (D) | 5. Number of Derivative Securities Acquired (A) or Disposed of (D) | 6. Date Exercisable and Expiration Date | 6. Date Exercisable and Expiration Date | 7. Title and Amount of Underlying Securities | 7. Title and Amount of Underlying Securities | 8. Price of Derivative Security | 9. Number of Derivative Securities Beneficially Owned | 10. Ownership Form | 11. Nature of Indirect Beneficial Ownership |
| 1. Title of Derivative Security | 2. Conversion or Exercise Price | 3. Transaction Date | 3A. Deemed Execution Date | Code | V | (A) | (D) | Date Exercisable | Expiration Date | Title | Amount or Number of Shares | 8. Price of Derivative Security | 9. Number of Derivative Securities Beneficially Owned | 10. Ownership Form | 11. Nature of Indirect Beneficial Ownership |
|  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |

---

### Footnotes:

(1) The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from (a) with respect to the weighted average price of $56.4141: $55.9450 to $56.7400, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1).

(2) Willow Grove Holdings, LP ("Willow Grove") is owned and controlled by Foster Road LLC and various trusts associated with Edward J. Shoen and Mark V. Shoen. Foster Road LLC is the general partner of Willow Grove, is managed by Mark V. Shoen and Stuart Shoen, and may be deemed to share voting and dispositive power with respect to the shares held by Willow Grove. Blackwater Investments, Inc. is a wholly-owned subsidiaries of Willow Grove. Clarendon Strategies, LLC and SAC Holding Corporation are wholly owned subsidiaries of Blackwater Investments, Inc.

**Signature:** /s/ Stuart M. Shoen, for Willow Grove Holdings LP, as Attorney-in-Fact  
**Date:** 2023-03-27

**Signature:** /s/ Stuart M. Shoen, for Foster Road LLC, as Attorney-in-Fact  
**Date:** 2023-03-27

**Signature:** /s/ Stuart M. Shoen, for Clarendon Strategies, LLC, as Attorney-in-Fact  
**Date:** 2023-03-27

### Remarks:

Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.

* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).

** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).

Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.

**Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.**