HOUSE · TX-4 · SINCE 2021

Pat Fallon portfolio

Pat Fallon has represented TX's 4th district in the House since 2021. Committee seats: Armed Services, Oversight and Government Reform, Permanent Select Committee on Intelligence. Pat Fallon has disclosed 320 trades (70 purchases, 250 sales); the latest was on Oct 31, 2022. Over the past year the disclosed stock holdings returned +10.8%, against +11.9% for the S&P 500.

RRepublicanParty

Member of HouseRepresents TX

$644KEst. portfolio value

4 years agoLast trade

+10.8%1Y return, from filings

1M return+3.6%S&P 500 +0.7% · 2 positionsOn their trade dates: +4.3%

3M return-4.4%S&P 500 +3.7% · 2 positionsOn their trade dates: -3.4%

YTD return-8.2%S&P 500 +12.8% · 2 positionsOn their trade dates: -8.1%

1Y return+10.8%S&P 500 +11.9% · 2 positionsOn their trade dates: -1.7%

3Y return+86.3%S&P 500 +85.1% · 2 positionsOn their trade dates: +56.2%

Returns are measured from each trade's filing date, when it became public, so they show what following these disclosures would have earned. "On their trade dates" is the same portfolio before the disclosure delay.

HouseArmed Services HouseOversight and Government Reform HousePermanent Select Committee on Intelligence

Est. value $644K across 4 stocks and ETFs, marked to the latest close

Estimated stock portfolio of Pat Fallon
Investment	Est. holding value	Last transaction	Total bought	Avg. cost	Since filed	Current price	Trades
ORCCOwl Rock Capital Corporation	$233K	Nov 30, 2021Purchase	$151K–315K4 purchases	$14.31	—	—	4
LUVSouthwest Airlines Company	$164K	Nov 19, 2021Purchase	$100K–250K1 purchase	$46.83	-1.34%	$43.81	7
KKRKKR & Co. Inc.	$131K	May 3, 2021Purchase	$30K–100K2 purchases	$47.57	+60.17%	$95.77	2
PYPLPayPal Holdings, Inc.	$117K	Nov 19, 2021Purchase	$250K–600K3 purchases	$208.93	-69.66%	$57.35	13

Trades from House and Senate periodic transaction reports filed Jan 1, 2012 to Oct 29, 2026. Holdings are estimated from range midpoints: purchases add, partial sales subtract and full sales close the position, marked to the latest close where prices exist; matured bonds, expired options and delisted stocks drop out. They are not reported balances. Returns are time-weighted returns of the estimated stock and ETF holdings, with each trade taking effect at the close on its filing date (the member's own trade-date result is shown beneath): each window is split at the member's trade dates and the holdings' performance over each stretch, from daily closes, is chained, so the timing and size of purchases and sales do not dilute or inflate the result. Party, district and committee seats come from the congress-legislators dataset.