PIER 88 INVESTMENT PARTNERS LLC

CIK: 0001697366Latest portfolio: $447.3M · Q4 2025

Holdings

117

Total Value

$447.3M

New Positions

117

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
GPN 1.5 03/01/31GLOBAL PMTS INC
28,355,000$25.4M5.69%NEW
228,330,000$25.3M5.65%NEW
3
VTR 3.75 06/01/26VENTAS RLTY LTD PARTNERSHIP
17,000,000$24.0M5.37%NEW
4
NEE 7.234 11/01/27NEXTERA ENERGY INC
457,230$22.3M4.98%NEW
5
PPL 2.875 03/15/28PPL CAP FDG INC
19,810,000$21.7M4.86%NEW
621,152,000$20.6M4.62%NEW
7
MTH 1.75 05/15/28MERITAGE HOMES CORP
18,489,000$18.2M4.07%NEW
8
BAC 7.25 PERP LBANK AMERICA CORP 7.25 PERCENTAGE CNV PFD L
14,023$17.6M3.92%NEW
9
HPE 7.625 09/01/27HEWLETT PACKARD ENTERPRISE C 7.625 MAND CONV
259,560$17.3M3.87%NEW
10
FOUR 0.5 08/01/27SHIFT4 PMTS INC
17,736,000$17.0M3.81%NEW
11
WFC 7.5 PERP LWELLS FARGO CO NEW PERP PFD CNV A
13,982$16.9M3.79%NEW
12
KKR 6.25 03/01/28 DKKR & CO INC 6.25 CON SER D
324,510$16.8M3.76%NEW
13
ARES 6.75 10/01/27 BARES MANAGEMENT CORPORATION 6.75 SE B PFD
328,870$16.6M3.71%NEW
14
AWK 3.625 06/15/26AMERICAN WTR CAP CORP
14,980,000$14.9M3.33%NEW
15
UBER 0.875 12/01/28 2028UBER TECHNOLOGIES INC
11,471,000$14.9M3.33%NEW
16
EEFT 0.75 03/15/49EURONET WORLDWIDE INC
16,080,000$13.6M3.03%NEW
17
APO 6.75 07/31/26APOLLO GLOBAL MGMT INC SER A MAND CNV
171,880$13.0M2.90%NEW
18
ON 0.5 03/01/29ON SEMICONDUCTOR CORP
9,952,000$9.4M2.10%NEW
19
LNT 3.875 03/15/26ALLIANT ENERGY CORP
7,230,000$7.5M1.68%NEW
20
F 0 03/15/26FORD MTR CO
5,600,000$5.8M1.30%NEW
21
MCHP 7.5 03/15/28MICROCHIP TECHNOLOGY INC. DEP
91,320$5.3M1.19%NEW
22
DKNG 0 03/15/28DRAFTKINGS INC NEW
5,780,000$5.3M1.18%NEW
23
MOG/AMOOG INC
21,035$5.1M1.15%NEW
24
ATDATI INC
40,912$4.7M1.05%NEW
25
ITTITT INC
25,960$4.5M1.01%NEW

Quarterly Changes

Closed Positions

No closed positions this quarter

Sector Breakdown

Unknown0.0% ($2.5435252722400424e+146T)
Technology0.0% ($1.872171413271253e+92T)
Healthcare0.0% ($2.920164516101297e+54T)
Industrials0.0% ($4504939816706600448.0T)
Financial Services0.0% ($2751516469452.4T)
Consumer Cyclical0.0% ($4232792612.6T)
Real Estate0.0% ($3.9T)
Basic Materials0.0% ($769.4M)
Communication Services0.0% ($2.0M)
Utilities0.0% ($1.0M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 4, 2026$447.3M117
Q3 2025Oct 31, 2025$533.5B0
Q2 2025Aug 7, 2025$537.8B105
Q1 2025May 6, 2025$521.2B104
Q4 2024Feb 12, 2025$508.1B96

Fund Information

CIK0001697366
Most Recent FilingFeb 4, 2026
Number of Filings5

PIER 88 INVESTMENT PARTNERS LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $447.3M across 117 holdings. The largest position is GLOBAL PMTS INC (GPN 1.5 03/01/31), representing 5.7% of the portfolio. Compared to the previous quarter, the fund opened 117 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.