Filing Details

Accession Number:
0000004457-17-000034
Form Type:
13D Filing
Publication Date:
2017-06-09 16:03:00
Filed By:
Amerco /nv/
Company:
U-Haul Holding Co (NASDAQ:UHAL,UHALB)
Filing Date:
2017-06-09
SEC Url:
13D Filing
Ownership Summary

Please notice the below summary table is generated without human intervention and may contain errors. Please refer to the complete filing displayed below for exact figures.

Name Sole Voting Power Shared Voting Power Sole Dispositive Power Shared Dispositive Power Aggregate Amount Owned Power Percent of Class
Edward J. Shoen 24,956 8,309,584 24,956 8,309,584 8,334,540 42.5%
Mark V. Shoen 27,032 8,309,584 27,032 8,309,584 8,336,616 42.5%
Foster Road 0 7,562,884 0 7,562,884 8,309,584 42.3%
Willow Grove Holdings 0 7,562,884 0 7,562,884 8,309,584 42.3%
Blackwater Investments, Inc 716,700 0 716,700 0 8,309,584 42.3%
SAC Holding Corporation 30,000 0 30,000 0 8,309,584 42.3%
Filing

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

SCHEDULE 13D/A

Under the Securities Exchange Act of 1934
(Amendment No. 7)*

INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT

TO RULE 13(D)-1(A) AND AMENDMENTS THERETO FILED PURSUANT TO RULE 13D-2(A)

AMERCO
(Name of Issuer)

Common Stock, $0.25 par value per share
(Title of Class of Securities)

023586100
(CUSIP Number)

Laurence J. DeRespino
2727 North Central Avenue
Phoenix, Arizona 85004
(602) 263-6788
(Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)

May 30, 2017
(Date of Event Which Requires Filing of This Statement)

If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of Rule 13d-1(e), 13d-1(f) or 13d-1(g), check the following box. [   ]

Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. See Rule 13d-7 for other parties to whom copies are to be sent.

* The remainder of this cover page shall be filled out for a reporting person’s initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter disclosures provided in a prior cover page.

The information required on the remainder of this cover page shall not be deemed to be “filed” for the purpose of Section 18 of the Securities Exchange Act of 1934 (the “Act”) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes). 



CUSIP No. 023586100

SCHEDULE 13D

 

1.

Name of Reporting Person

Mark V. Shoen

2.

Check the Appropriate Box if a Member of a Group

(a) [X]       (b) [  ]

3.

SEC Use Only

4.

Source of Funds

OO

5. 

Check if Disclosure of Legal Proceedings is Required Pursuant to Item 2(d) or 2(e)

[  ]

6.

Citizenship or Place of Organization

United States

 

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON WITH

7.

Sole Voting Power

27,032

8.

Shared Voting power

8,309,584 (2)

9.

Sole Dispositive Power

27,032

10.

Shared Dispositive Power

8,309,584(2)

11.

Aggregate Amount Beneficially Owned by Each Reporting Person

8,336,616 (2)

12.

Check if the Aggregate Amount in Row (11) Excludes Certain Shares

[  ]

13.

Percent of Class Represented by Amount in Row (11)

42.52%(2)

14.

Type of Reporting Person

IN

(2)  See Item 5 below.


CUSIP No. 023586100

SCHEDULE 13D

 

1.

Name of Reporting Person

Willow Grove Holdings LP

2.

Check the Appropriate Box if a Member of a Group

(a) [X]       (b) [  ]

3.

SEC Use Only

4.

Source of Funds

OO

5. 

Check if Disclosure of Legal Proceedings is Required Pursuant to Item 2(d) or 2(e)

[  ]

6.

Citizenship or Place of Organization

Delaware

 

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON WITH

7.

Sole Voting Power

0

8.

Shared Voting power

7,562,884 (4)

9.

Sole Dispositive Power

0

10.

Shared Dispositive Power

7,562,884 (4)

11.

Aggregate Amount Beneficially Owned by Each Reporting Person

8,309,584 (4)

12.

Check if the Aggregate Amount in Row (11) Excludes Certain Shares

[  ]

13.

Percent of Class Represented by Amount in Row (11)

42.38% (4)

14.

Type of Reporting Person

PN

(4)  See Item 5 below.


CUSIP No. 023586100

SCHEDULE 13D

 

1.

Name of Reporting Person

SAC Holding Corporation

2.

Check the Appropriate Box if a Member of a Group

(a) [X]       (b) [  ]

3.

SEC Use Only

4.

Source of Funds

OO

5. 

Check if Disclosure of Legal Proceedings is Required Pursuant to Item 2(d) or 2(e)

[  ]

6.

Citizenship or Place of Organization

Nevada

 

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON WITH

7.

Sole Voting Power

30,000 (6)

8.

Shared Voting power

0

9.

Sole Dispositive Power

30,000 (6)

10.

Shared Dispositive Power

0

11.

Aggregate Amount Beneficially Owned by Each Reporting Person

8,309,584 (6)

12.

Check if the Aggregate Amount in Row (11) Excludes Certain Shares

[  ]

13.

Percent of Class Represented by Amount in Row (11)

42.38% (6)

14.

Type of Reporting Person

CO

(6)  See Item 5 below.

 


Edward J. Shoen:

 

Individually - owns directly or indirectly 24,956 shares of Common Stock, approximately 0.13% of the Common stock outstanding. 

 

Group - owns directly or indirectly 8,334,540 shares of Common Stock, approximately 42.50% of the Common stock outstanding. 

 

Mark V. Shoen:

 

Individually - owns directly or indirectly 27,032 shares of Common Stock, approximately 0.14% of the Common stock outstanding.

 

Group - owns directly or indirectly 8,336,616 shares of Common Stock, approximately 42.52% of the Common stock outstanding.

 

Each of the Reporting Persons, as a member of a “group” with the other Reporting Persons for purposes of Rule 13d-5(b)(1) of the Exchange Act, may be deemed to beneficially own the shares owned by the other Reporting Persons.  The filing of this Schedule 13D/A shall not be deemed an admission that any of the Reporting Person is, for purposes of Section 13(d) of the Exchange Act, the beneficial owner of any shares he or it does not directly own.  Each of the Reporting Persons specifically disclaims beneficial ownership of the shares reported herein that he or it does not directly own.

No other material changes.

Item 6. Contracts, Arrangements, Understandings or Relationships With Respect to Securities of the Issuer.

Foster Road LLC, the general partner of Willow Grove Holdings LP, controls all voting and disposition decisions with respect to the Common Stock owned by Willow Grove Holdings LP.  Foster Road LLC is owned by Edward J. Shoen and Mark V. Shoen.  Foster Road LLC holds a 0.1% general partner interest in Willow Grove Holdings LP. 

Item 7. Material to be Filed as Exhibits.

Exhibit

99.1Joint Filing Agreement.