
What smart money is saying about ENAV
1 fund in our archive has pitched ENAV — most recently TAMIM Fund Global High Conviction in July 2026.
ENAV S.p.A. provides air traffic control and management, and other air navigation services in Italy, the rest of Europe, and internationally. It operates through three segments: Air Navigation Services, Maintenance Services, and Aeronautical Information Management (AIM) Software Solutions. The company offers technical management and maintenance services for air traffic control equipment and systems, as well as for air infrastructure. It also develops software solutions for the management of aeronautical information and air traffic; and provides associated commercial and maintenance services. In addition, the company offers air traffic flow management, air traffic management and weather, communication navigation and surveillance, digital aeronautical information management, flight procedure design and validation, and unmanned aircraft system traffic management. Further, it provides consultancy for change management, aeronautical information, engineering and maintenance, education and training, meteorology, in flight control and validation, safety assessment and risk management; and evaluation of obstacle and electromagnetic interference services. It serves airport management and airlines companies, air navigation service providers, industries, civil aviation, and research and development industries. The company was founded in 2001 and is based in Rome, Italy.
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Position history
Every position in ENAV on record in the archive was reported in Q3 2026, across 2 fund letters — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 1 | 0 | 1 |
Fund activity · 2 positions · 1 move
- New positionTAMIM Fund: Global High ConvictionAugust 2026
“We sold in Spain and re-invested into ENAV in Italy, an airport operator.”
ENAV - July 2026
“ENAV (BIT: ENAV) ENAV (BIT: ENAV) is a toll booth on the Italian sky.”
ENAV
Fund coverage · 1 thesis
- TAMIM Fund Global High ConvictionJuly 2026
ENAV is a regulated Italian air traffic control monopoly offering defensive cash flows and a covered 5.8% dividend yield.
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