Rep. Susie Lee's Rheinmetall Stock Up 113% Since Initial Purchase | Congressional Stock Tracker

Published on March 11, 2025

Following Politicians' Trades Pays Off Again: The Rheinmetall Success Story

Back in May 2024, our Congressional Stock Tracker alerted subscribers to an unusual purchase: Representative Susie Lee (D) had invested in Rheinmetall AG ($RNMBY), a German defense contractor and weapons manufacturer. Today, that investment has yielded an extraordinary 113% return, with the stock jumping another 10% on news of developments in Ukraine-US relations.

This case represents yet another example of how tracking politicians' investments can potentially lead to market-beating returns, especially when those investments align with their committee assignments and access to non-public information.

Why Rep. Lee's Rheinmetall Purchase Raised Red Flags

When Rep. Susie Lee's Rheinmetall purchase was first disclosed in May 2024, several factors immediately caught our attention:

  • Unprecedented Investment: Lee was the first U.S. politician on record to purchase shares of Rheinmetall ($RNMBY)
  • Strategic Committee Position: At the time of purchase, Lee sat on the House subcommittee on Military Construction
  • Foreign Defense Contractor: Rheinmetall is a German manufacturer specializing in defense equipment and weapons systems
  • Unusual Timing: The purchase preceded several significant international defense developments

These factors combined suggested potential access to information or insights not available to the general public, making this trade particularly noteworthy for our subscribers.

Rheinmetall's Remarkable Performance

Since Rep. Lee's initial investment disclosure, Rheinmetall stock has delivered exceptional returns:

  • Total Return: 113% increase from initial purchase price
  • Recent Movement: 10% single-day gain following news of Ukraine-US deal developments
  • Market Outperformance: Significantly outpaced both the broader market and defense sector indexes

This performance validates the potential value of monitoring congressional trading activity, particularly for members serving on committees with oversight of relevant industries.

Notable Market Validation: The Portnoy Effect

The significance of Rep. Lee's Rheinmetall purchase gained additional market validation when prominent investor Dave Portnoy publicly announced purchasing "a sh*t ton of" Rheinmetall shares after seeing Lee's disclosure filing.

Portnoy's decision to follow Rep. Lee's investment demonstrates the growing awareness among sophisticated investors of the potential value in congressional trading data. His substantial position, based entirely on Lee's disclosure, has now yielded significant returns.

The Ukraine-US Deal Connection

Today's 10% surge in Rheinmetall's share price follows news regarding developments in Ukraine-US relations. While specific details remain limited, the market's reaction suggests potential implications for defense contractors specializing in the types of equipment and systems that Rheinmetall produces.

This connection between geopolitical developments and Rep. Lee's earlier investment raises questions about the timing of her purchase and whether her committee position provided advance insights into potential policy directions.

The Pattern of Congressional Outperformance

The Rheinmetall case is not isolated. Our tracking system has identified numerous instances where congressional investments have significantly outperformed the market, particularly when:

  • Representatives invest in companies related to their committee assignments
  • Purchases precede major policy announcements or international developments
  • Investments target unusual or previously overlooked securities
  • Multiple committee members establish positions in the same security

These patterns suggest that tracking congressional trading activity can provide valuable investment signals not available through traditional analysis.

Never Miss a Congressional Trade Again

Our Congressional Stock Tracker service provides immediate notifications when representatives and senators disclose new investment activities. By subscribing to our service, you would have received an alert about Rep. Lee's Rheinmetall purchase in May 2024—long before today's 113% gain was realized.

Our service provides:

  • Real-time alerts when politicians disclose new stock purchases or sales
  • Analysis of representatives' committee assignments and potential information advantages
  • Historical performance tracking of politicians' investment portfolios
  • Identification of unusual or first-time investments in specific securities

Start Following Politicians' Trades Today

Don't miss the next Rheinmetall-like opportunity. Sign up for our notification service now and gain access to the same investment insights that helped our subscribers identify this 113% winner before the broader market recognized its potential.

As Rep. Lee's Rheinmetall investment demonstrates, following the right politicians' trades at the right time can potentially lead to significant market outperformance.

Disclaimer: This service is for informational purposes only and does not constitute investment advice. Always conduct your own research before making investment decisions. Past performance is not indicative of future results.


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