Lunt Capital Management, Inc. recently made a significant move by acquiring 495,999 Class A shares of Ramaco Resources (NASDAQ: METC) in a transaction valued at approximately $13.03 million. This purchase was disclosed in the firm’s Jan. 23, 2026, SEC filing and reflects a strategic decision to increase its position in the company.
In addition to the Class A shares, Lunt Capital also added 12,580 Class B shares to its stake in Ramaco Resources. This move has boosted the company’s position in Ramaco Resources, with the stock now accounting for 3.76% of the fund’s assets under management (AUM). Ramaco Resources has now become one of the top five holdings in Lunt Capital’s portfolio.
As of Jan. 22, 2026, Ramaco Resources’ shares were trading at $25.50, marking a significant increase of 168.7% over the past year. This outperformance has exceeded the S&P 500 by 155.12 percentage points, showcasing the company’s strong performance in the market.
Ramaco Resources specializes in producing and selling metallurgical coal, with key assets located across West Virginia, Virginia, and Pennsylvania. The company operates an integrated mining and sales model, primarily supplying metallurgical coal to steel mills and coke plants. Additionally, Ramaco Resources is expanding its operations to include critical mineral mining at its Brook Mine in Wyoming.
The strategic positioning of Ramaco Resources as a leading U.S. producer of metallurgical coal sets it apart within the energy sector. The company’s focus on supplying high-quality coal to the steel industry, coupled with its diversified mining assets, positions it for continued growth and success in the market.
Furthermore, Ramaco Resources is diversifying its operations beyond coal mining by entering the critical minerals sector. This strategic move aligns with the company’s goal of becoming a dual-platform company, integrating rare earths and critical minerals mining with its existing coal operations. This transformation into a dual-platform company is expected to enhance Ramaco Resources’ position in the market and support U.S. strategic supply chain objectives.
Investors have taken note of Ramaco Resources’ strategic initiatives, particularly its expansion into critical minerals and rare earths. This move towards national security in steel and critical metals has attracted increased interest from investors, as reflected in Lunt Capital’s significant purchase of Ramaco Resources shares.
In conclusion, Ramaco Resources’ strong performance, strategic positioning, and diversification into critical minerals make it an attractive investment opportunity. As the company continues to expand its operations and solidify its position in the market, investors may find value in considering Ramaco Resources as part of their investment portfolio.
