Grupo Aeroportuario del Sureste
About: Grupo Aeroportuario del Sureste SAB de CV and its subsidiaries hold concessions to operate, maintain, and develop airports in the southeast region of Mexico. As an operator of airports, it charges airlines, passengers, and other users fees for using the airports' facilities. The group also derives rental and other income from commercial activities conducted at its airports, such as the leasing of space to restaurants and retailers. The group's operating segments are Cancun, which generates maximum revenue, Aerostar, Airplan, Merida, Villahermosa, Holding and Services, and Others.
Employees: 1,936
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
100% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 17
11% more capital invested
Capital invested by funds: $873M [Q1] → $971M (+$98.2M) [Q2]
10% more funds holding
Funds holding: 143 [Q1] → 158 (+15) [Q2]
10.02% more ownership
Funds ownership: 1.17% [Q1] → 11.19% (+10.02%) [Q2]
4% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 50
35% less call options, than puts
Call options by funds: $351K | Put options by funds: $542K
Financial journalist opinion