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Grupo Aeroportuario del Centro Norte SAB de CV

1 letter discussing OMAB. Everything written about it on this site is on its ticker page.

Brasada Capital First Quarter of 2026 Brasada Capital attributes the market selloff to AI disruption fears, the Iran war and energy-price pressure, while arguing that a ceasefire has reduced the risk of a severe economic outcome. The firm exited vulnerable software holdings and added Postal Realty Trust and Grupo Aeroportuario del Centro Norte, citing their niche assets and growth runways. First Quarter of 2026 OMAB $4.5BPSTL $393M