ASR

Key Takeaways

• Mexican airport concessions come with a government-set ceiling on what can be charged per passenger, and the current ceiling is already locked: the 20-F states ⟦"The maximum rates for our Mexican airports have been determined for each year through December 31, 2028."⟧ • Cancún is the whole story and it is drifting the wrong way, with operating income there down 1.6% in 2025 to Ps. 10,974.0 million from Ps. 11,157.2 million a year earlier, and group traffic in June 2026 running 5.8% under June

Institutional ownership

160 institutional managers reported holding ASR in 13F filings for the quarter ended 2026-03-31. Together they hold about 10% of the company; the top 10 hold 7%. 25 opened new positions that quarter. Held by BlackRock, GQG Partners, State Street, among others. On the short side, 110k shares were sold short as of the 2026-06-15 count, about 0.4% of shares outstanding (1.7 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

ASR's share count is about flat over the past five years. It pays a dividend. Cash returned over the past three years: $597.89M in dividends.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Compare ASR

ASR vs CPAASR vs DALASR vs FDXASR vs JBLUASR vs LTMASR vs LUV