Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| U-Haul Holding Co /NV/UHALB · Entity 3409 | 10% owner | September 18, 2025 | September 22, 2025 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
U-Haul Holding Co /NV/
Report date September 18, 2025 · Filed September 22, 2025
Jointly reported with Willow Grove Holdings LP, Foster Road LLC, Clarendon Strategies, LLC, Blackwater Investments, Inc.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Series N Common StockSEC Table I · non-derivative | IndirectBlackwater Investments, Inc. | 8,150,658 |
Reported balance
After 2025-09-18 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2025-09-18 · Purchase · Acquired 229,515 · Balance 8,150,658 F1: This Form 4 is being filed in connection with a sale by the MVS-029 Trust of 229,515 shares of Series N Common Stock to Blackwater Investments, Inc. ("Blackwater") in exchange for all of the outstanding equity interests in Holdfast Marine, LLC, which were valued for purposes of this transaction at approximately $11.8 million. Blackwater is a wholly owned subsidiary of the Reporting Person. Accordingly, the Reporting Person may be deemed to have indirect beneficial ownership of the Series N Common Stock held by Blackwater. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Blackwater and its subsidiaries, including Clarendon Strategies, LLC ("Clarendon") and SAC Holding Corporation ("SAC"), except to the extent of its pecuniary interest therein. F2: 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 and is managed by Mark V. Shoen and Stuart Shoen. Blackwater is a wholly owned subsidiary of Willow Grove. Clarendon and SAC are wholly owned subsidiaries of Blackwater. |
| Series N Common StockSEC Table I · non-derivative | Direct | 67,253,456 |
Reported balance
Holding disclosure · report date 2025-09-18 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 67,253,456 |
| Common StockSEC Table I · non-derivative | IndirectSAC Holding Corporation | 24,900 |
Reported balance
Holding disclosure · report date 2025-09-18 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 24,900 F2: 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 and is managed by Mark V. Shoen and Stuart Shoen. Blackwater is a wholly owned subsidiary of Willow Grove. Clarendon and SAC are wholly owned subsidiaries of Blackwater. |
| Common StockSEC Table I · non-derivative | IndirectClarendon Strategies, LLC | 1,324,000 |
Reported balance
Holding disclosure · report date 2025-09-18 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,324,000 F2: 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 and is managed by Mark V. Shoen and Stuart Shoen. Blackwater is a wholly owned subsidiary of Willow Grove. Clarendon and SAC are wholly owned subsidiaries of Blackwater. |
| Common StockSEC Table I · non-derivative | IndirectBlackwater Investments, Inc. | 880,127 |
Reported balance
Holding disclosure · report date 2025-09-18 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 880,127 F2: 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 and is managed by Mark V. Shoen and Stuart Shoen. Blackwater is a wholly owned subsidiary of Willow Grove. Clarendon and SAC are wholly owned subsidiaries of Blackwater. |
| Common StockSEC Table I · non-derivative | Direct | 7,562,884 |
Reported balance
Holding disclosure · report date 2025-09-18 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 7,562,884 |
Filing footnotes · ownership attribution and instrument terms
F1: This Form 4 is being filed in connection with a sale by the MVS-029 Trust of 229,515 shares of Series N Common Stock to Blackwater Investments, Inc. ("Blackwater") in exchange for all of the outstanding equity interests in Holdfast Marine, LLC, which were valued for purposes of this transaction at approximately $11.8 million. Blackwater is a wholly owned subsidiary of the Reporting Person. Accordingly, the Reporting Person may be deemed to have indirect beneficial ownership of the Series N Common Stock held by Blackwater. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Blackwater and its subsidiaries, including Clarendon Strategies, LLC ("Clarendon") and SAC Holding Corporation ("SAC"), except to the extent of its pecuniary interest therein.
F2: 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 and is managed by Mark V. Shoen and Stuart Shoen. Blackwater is a wholly owned subsidiary of Willow Grove. Clarendon and SAC are wholly owned subsidiaries of Blackwater.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 18, 2025 Filed Sep 22, 2025 20:07 UTC | U-Haul Holding Co /NV/ UHALB · Entity 3409 | PurchaseSeries N Common Stock | 229,515 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-211287 · ownership.xml · nonDerivative · entry 1 Willow Grove Holdings LP · CIK 0001662239 · 10% owner Foster Road LLC · CIK 0001662241 · 10% owner Clarendon Strategies, LLC · CIK 0001954801 · 10% owner Blackwater Investments, Inc. · CIK 0001717208 · 10% owner SAC HOLDING CORP · CIK 0001282822 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Blackwater Investments, Inc. Disclosed balance after: 8,150,658 F1 · price: This Form 4 is being filed in connection with a sale by the MVS-029 Trust of 229,515 shares of Series N Common Stock to Blackwater Investments, Inc. ("Blackwater") in exchange for all of the outstanding equity interests in Holdfast Marine, LLC, which were valued for purposes of this transaction at approximately $11.8 million. Blackwater is a wholly owned subsidiary of the Reporting Person. Accordingly, the Reporting Person may be deemed to have indirect beneficial ownership of the Series N Common Stock held by Blackwater. The Reporting Person disclaims beneficial ownership of shares held directly and indirectly by Blackwater and its subsidiaries, including Clarendon Strategies, LLC ("Clarendon") and SAC Holding Corporation ("SAC"), except to the extent of its pecuniary interest therein. F2 · ownership.direct: 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 and is managed by Mark V. Shoen and Stuart Shoen. Blackwater is a wholly owned subsidiary of Willow Grove. Clarendon and SAC are wholly owned subsidiaries of Blackwater. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.