BlackBarn Capital Partners LP: VIKING THERAPEUTICS INC (VKTX): Quarterly 13F Position History
As of Q2 2026, BlackBarn Capital Partners LP reported 600,000 shares of VIKING THERAPEUTICS INC (VKTX), worth $23.4M and representing 5.8% of its 13F equity book. Quarter-over-quarter share count change: 21,450 (-3.5%) . The position first appeared in Q2 2025 and has been disclosed across 5 13F-HR filings in Pactolio's tracked window.
- 600,000Shares Held (Latest Filing)
- $23.4MReported Market Value (Latest Filing)
- 5.8%Portfolio Weight (% of 13F Equity Book)
- 21,450Quarter-over-Quarter Share Change
- +$3.2MQuarter-over-Quarter Value Change
- 621,450Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 5 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 600,000 | 21,450 | -3.5% | $23.4M | 5.8% | $39.0 |
| Q1 2026 | 621,450 | +71,450 | +13.0% | $20.2M | 6.1% | $32.5 |
| Q4 2025 | 550,000 | +50,000 | +10.0% | $19.3M | 6.9% | $35.2 |
| Q3 2025 | 500,000 | +150,000 | +42.9% | $13.1M | 4.3% | $26.3 |
| Q2 2025 | 350,000 | – | – | $9.3M | 3.1% | $26.5 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did BlackBarn Capital Partners LP first disclose a VKTX position in 13F-HR filings?
BlackBarn Capital Partners LP first reported VIKING THERAPEUTICS INC (VKTX) on its 13F-HR filing for the period ending 2025-06-30 (Q2 2025). The position has appeared on 5 reported quarters within Pactolio's tracked window.
What was BlackBarn Capital Partners LP's most recent quarter-over-quarter share-count change in VKTX?
Between Q1 2026 and Q2 2026, BlackBarn Capital Partners LP reduced its VKTX position by 21,450 shares (-3.5%), leaving 600,000 shares at a market value of $23.4M.
Does the implied price-per-share represent BlackBarn Capital Partners LP's cost basis in VKTX?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.