Oak Value Fund2004 Report: http://www.oakvaluefund.com/pdf/ov-iar4q04.pdfPortfolio additions during 2004:Autozone, Diageo, Viacom (during Q4)Portfolio eliminations during 2004:Charter Communications, Cox Communications (during Q4 because the company was being bought out), Walt Disney, Interpublic Group, Merck, XL Capital (during Q4).Top Ten Holdings:Ambac Financial 5.4%, Autozone 5.4%, Berkshire Hathaway 9.3%, Cadburry Schweppes 5.4%, Cendant 5.3%, Comcast 5.5%, Constellation Brands 7.1%, E.W. Scripps 6.2%, Time Warner 6.0%, Zale Corp. 7.0%.
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