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![TheIcahnist Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1661140531274031105.png) The Icahnist [@TheIcahnist](/creator/twitter/TheIcahnist) on x 21.1K followers
Created: 2025-07-27 23:34:00 UTC

US = The Untapped Goldmine

XX% of US airports are still government-owned.

Only major privatization: Luis Muñoz Marín International (Puerto Rico)
• Asur paid $615M upfront + 40-year lease
• $1.4B capex
• +4M passengers since acquisition

PPP wave now rising:
• LaGuardia Terminal B PPP: $4B private rebuild (Carlyle involved)
• JFK Terminals 1–3 PPP: $9.5B project (Ferrovial + Carlyle + others)

US airports = captive demand + under-managed + capital hungry → perfect PE storm once policy shifts.


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1949614278106911221/c:line.svg)

**Related Topics**
[$95b](/topic/$95b)
[$4b](/topic/$4b)
[acquisition](/topic/acquisition)
[$14b](/topic/$14b)
[$615m](/topic/$615m)
[puerto rico](/topic/puerto-rico)
[luis](/topic/luis)

[Post Link](https://x.com/TheIcahnist/status/1949614278106911221)