Lunt Capital increased its stake in Ramaco Resources by adding 495,999 Class A shares, totaling an estimated transaction value of $13 million based on quarterly average pricing. Additionally, 12,580 Class B shares were added, with Ramaco Resources now constituting 3.76% of the fund’s AUM, placing it among the top five holdings.

Lunt Capital Management, Inc. disclosed in its Jan. 23, 2026, SEC filing the purchase of 495,999 additional Class A shares of Ramaco Resources, valued at $13.03 million. The firm’s quarter-end value in the stock increased by $7.99 million, including new purchases and price changes, with an additional 12,580 Class B shares acquired.

As of Jan. 22, 2026, Ramaco Resources shares were priced at $25.50, showing a 168.7% increase over the past year, outperforming the S&P 500 by 155.12 percentage points. The company produces and sells metallurgical coal across various properties in West Virginia, Virginia, and Pennsylvania, focusing on supplying high-quality coal to steel mills and coke plants.

Ramaco Resources is positioned as a leading U.S. producer of metallurgical coal, operating diversified mining assets. The company supplies coal to the steel industry, leveraging large-scale mineral reserves and a vertically integrated approach. Ramaco is diversifying its operations into rare earths and critical minerals, aiming to become a national platform for these resources.

Investors have shown interest in Ramaco’s move into critical minerals and its strategic position as a supplier to U.S. steel operations. Lunt Capital’s increased stake in the company reflects this interest. Ramaco’s progression into rare earths and critical minerals aligns with U.S. strategic supply chain objectives, making it an intriguing investment opportunity.

Ramaco Resources is transitioning into a dual-platform company, merging its rare earths and critical minerals development with its existing coal operations. The new platform, managed under Ramaco Rare Earths, Inc., will focus on critical minerals and operations at the Brook Mine in Wyoming. This move aligns with national security interests in steel and critical metals.

Lunt Capital’s significant purchase of Ramaco Resources shares may indicate an optimistic outlook on the company’s future prospects, particularly with its expansion into critical minerals. Investors should consider the speculative nature of this investment opportunity. This article was originally published by The Motley Fool.

Read more at Yahoo Finance: Is This Rare Earth and Met Coal Miner a Buy After One Firm Added 500,000 Shares?