METC β€” RAMACO RESOURC-A

Ownership history in MARSHALL WACE, LLP  Β·  5 quarters on record

This page tracks every 13F SEC filing in which MARSHALL WACE, LLP reported a position in RAMACO RESOURC-A (METC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

Position Intelligence

MARSHALL WACE, LLP Γ— METC AI Analytics

πŸ“ˆ MARSHALL WACE, LLP outperformed the S&P 500 by +176.9% annually on this METC position. Timing score: 33% (1/3 decisions correct). Average cost basis: $12.65. Maximum drawdown during holding period: –29.1%.

πŸ“ˆ Position Alpha vs SPY
+176.9%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 176.9% per year on this position.
3 quarters analyzed

⏱️ Timing Score
33%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
1 of 3 add/trim decisions correct

πŸ’° Entry Quality
$12.65
+162.4% vs current ($33.19)

Best entry: $12.02 (2024 Q2)  Β·  Worst: $33.19 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–29.1%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
60%
buy-side decisions

3 adds Β· 2 trims. Bought during 1 of 2 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    METC price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 22,464 +2,866 +14.6% 0.00% $746K $33.19
2024 Q3 REDUCED 19,598 -105,967 -84.4% 0.00% $229K $11.42
2024 Q2 ADDED 125,565 +93,139 +287.2% 0.00% $1.6M $12.02
2024 Q1 REDUCED 32,426 -103,008 -76.1% 0.00% $546K $16.10
2023 Q4 INITIATED 135,434 β€” β€” 0.00% $2.3M β€”
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